Western Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Western Wealth Management’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	$2.34M	Buy	12,188 +2,600	+27%	+$515K	0.09%	249
2025 Q4	$1.84M	Sell	9,588 -683	-7%	-$130K	0.08%	227
2025 Q3	$1.95M	Buy	10,271 +681	+7%	+$127K	0.1%	186
2025 Q2	$1.74M	Sell	9,590 -1,178	-11%	-$203K	0.1%	188
2025 Q1	$1.87M	Buy	10,768 +1,527	+17%	+$272K	0.12%	165
2024 Q4	$1.62M	Buy	9,241 +1,188	+15%	+$215K	0.11%	178
2024 Q3	$1.44M	Buy	8,053 +645	+9%	+$110K	0.08%	247
2024 Q2	$1.22M	Sell	7,408 -1,033	-12%	-$170K	0.09%	196
2024 Q1	$1.43M	Sell	8,441 -1,359	-14%	-$218K	0.11%	169
2023 Q4	$1.55M	Buy	9,800 +435	+5%	+$63.2K	0.11%	190
2023 Q3	$1.33M	Buy	9,365 +586	+7%	+$87.5K	0.11%	189
2023 Q2	$1.31M	Buy	8,779 +1,320	+18%	+$190K	0.11%	193
2023 Q1	$1.08M	Buy	7,459 +1,636	+28%	+$240K	0.1%	218
2022 Q4	$823K	Sell	5,823 -4,082	-41%	-$571K	0.08%	259
2022 Q3	$1.28M	Sell	9,905 -34,900	-78%	-$4.92M	0.07%	256
2022 Q2	$6.01M	Sell	44,805 -1,945	-4%	-$285K	0.35%	60
2022 Q1	$7.37M	Buy	46,750 +23,646	+102%	+$3.69M	0.36%	57
2021 Q4	$3.76M	Buy	+23,104	New	+$3.65M	0.37%	53
2021 Q2	$3.69M	Buy	24,425 +266	+1%	+$39.6K	0.38%	54
2021 Q1	$3.42M	Sell	24,159 -6,751	-22%	-$911K	0.46%	41
2020 Q4	$3.94M	Buy	30,910 +4,639	+18%	+$552K	0.58%	29
2020 Q3	$2.84M	Buy	26,271 +20,657	+368%	+$2.23M	0.46%	42
2020 Q2	$577K	Sell	5,614 -100	-2%	-$9.64K	0.1%	197
2020 Q1	$478K	Sell	5,714 -98,691	-95%	-$10.5M	0.11%	190
2019 Q4	$11.6M	Buy	104,405 +98,729	+1,739%	+$11M	1.76%	10
2019 Q3	$613K	Sell	5,676 -201,034	-97%	-$21.6M	0.13%	182
2019 Q2	$21.4M	Buy	206,710 +189,296	+1,087%	+$20M	2.81%	3
2019 Q1	$1.82M	Buy	17,414 +13,280	+321%	+$1.34M	0.41%	55
2018 Q4	$394K	Buy	+4,134	New	+$410K	0.11%	208

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Western Wealth Management's RSP Position: Q1 2026 in Review

Western Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q1 2026, buying an estimated $515K and bringing the position to 12,188 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #249.

Western Wealth Management first reported a position in RSP in Q4 2018 and has held it in 29 quarters since. The position peaked at $21.4M in Q2 2019. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Western Wealth Management held 12,188 shares of Invesco S&P 500 Equal Weight ETF worth $2.34M as of Q1 2026.
Western Wealth Management bought 2,600 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $515K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #249 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $21.4M in Q2 2019.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.