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WealthPLAN Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WealthPLAN Partners’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,853
Closed -$2.65M – 263
2025
Q4 		$2.65M Buy
13,853
+7
+0.1% +$1.33K 0.4% 73
2025
Q3 		$2.63M Buy
13,846
+300
+2% +$55.9K 0.39% 79
2025
Q2 		$2.46M Buy
13,546
+1,046
+8% +$181K 0.4% 76
2025
Q1 		$2.17M Buy
12,500
+2,770
+28% +$493K 0.31% 86
2024
Q4 		$1.7M Buy
9,730
+434
+5% +$78.5K 0.24% 100
2024
Q3 		$1.67M Buy
9,296
+1,143
+14% +$195K 0.22% 103
2024
Q2 		$1.34M Sell
8,153
-21,558
-73% -$3.55M 0.14% 131
2024
Q1 		$5.03M Buy
29,711
+1,701
+6% +$273K 0.52% 60
2023
Q4 		$4.42M Buy
28,010
+11,759
+72% +$1.71M 0.45% 69
2023
Q3 		$2.3M Buy
16,251
+886
+6% +$132K 0.27% 92
2023
Q2 		$2.3M Sell
15,365
-1,168
-7% -$168K 0.33% 80
2023
Q1 		$2.39M Buy
16,533
+631
+4% +$92.4K 0.27% 84
2022
Q4 		$2.42M Buy
+15,902
New +$2.22M 0.17% 109
2022
Q1 		$1.34M Buy
9,080
+633
+7% +$98.7K 0.09% 143
2021
Q4 		$1.31M Buy
8,447
+1,894
+29% +$299K 0.09% 151
2021
Q3 		$1.04M Buy
6,553
+164
+3% +$25.1K 0.07% 164
2021
Q2 		$993K Buy
6,389
+593
+10% +$88.3K 0.07% 151
2021
Q1 		$863K Buy
5,796
+3,556
+159% +$480K 0.07% 158
2020
Q4 		$295K Hold
2,240
– – 0.03% 271
2020
Q3 		$263K Hold
2,240
– – 0.03% 270
2020
Q2 		$248K Sell
2,240
-910
-29% -$87.8K 0.03% 266
2020
Q1 		$287K Buy
+3,150
New +$335K 0.04% 201
2017
Q2 		– Sell
-401
Closed -$36.2K – 370
2017
Q1 		$36.2K Buy
+401
New +$36K 0.13% 140
2016
Q3 		$63.2K Sell
763
-787
-51% -$65.5K 0.02% 299
2016
Q2 		$27.5K Buy
+1,550
New +$123K ﹤0.01% 1215

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

WealthPLAN Partners's RSP Position: Q1 2026 in Review

WealthPLAN Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 13,853 shares — an estimated $2.65M sold.

WealthPLAN Partners first reported a position in RSP in Q2 2016 and held it in 25 quarters. The position peaked at $5.03M in Q1 2024. 2,230 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • WealthPLAN Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 13,853 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.65M.
  • WealthPLAN Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2016 and held it in 25 quarters.
  • WealthPLAN Partners's Invesco S&P 500 Equal Weight ETF position peaked at $5.03M in Q1 2024.
  • 2,230 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.