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Wharton Business Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wharton Business Group’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 		$55.7M Buy
290,228
+1,635
+0.6% +$324K 2.1% 15
2025
Q4 		$55.3M Buy
288,593
+2,035
+0.7% +$386K 2.1% 16
2025
Q3 		$54.4M Buy
286,558
+685
+0.2% +$128K 2.37% 14
2025
Q2 		$52M Buy
285,873
+2,635
+0.9% +$455K 2.19% 16
2025
Q1 		$49.1M Buy
283,238
+385
+0.1% +$68.5K 2.22% 16
2024
Q4 		$49.6M Buy
282,853
+4,145
+1% +$749K 2.24% 16
2024
Q3 		$49.9M Buy
278,708
+87,970
+46% +$15M 2.24% 15
2024
Q2 		$31.3M Sell
190,738
-43,845
-19% -$7.21M 1.62% 18
2024
Q1 		$39.7M Buy
234,583
+124
+0.1% +$19.9K 1.91% 14
2023
Q4 		$37M Buy
234,459
+969
+0.4% +$141K 1.86% 13
2023
Q3 		$33.1M Buy
233,490
+110,205
+89% +$16.5M 1.84% 15
2023
Q2 		$18.4M Buy
123,285
+175
+0.1% +$25.2K 1.22% 22
2023
Q1 		$17.8M Buy
123,110
+47,810
+63% +$7M 1.07% 24
2022
Q4 		$10.6M Buy
75,300
+73,130
+3,370% +$10.2M 0.62% 35
2022
Q3 		$276K Buy
2,170
+240
+12% +$33.8K 0.02% 113
2022
Q2 		$259K Buy
1,930
+100
+5% +$14.6K 0.02% 117
2022
Q1 		$289K Hold
1,830
– – 0.02% 118
2021
Q4 		$298K Sell
1,830
-95
-5% -$15K 0.02% 110
2021
Q3 		$288K Sell
1,925
-50
-3% -$7.66K 0.03% 56
2021
Q2 		$298K Buy
+1,975
New +$294K 0.02% 101

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Wharton Business Group's RSP Position: Q1 2026 in Review

Wharton Business Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.57% in Q1 2026, buying an estimated $324K and bringing the position to 290,228 shares worth $55.7M. The position accounts for 2.1% of the portfolio, ranked #15.

Wharton Business Group first reported a position in RSP in Q2 2021 and has held it in 20 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Wharton Business Group held 290,228 shares of Invesco S&P 500 Equal Weight ETF worth $55.7M as of Q1 2026.
  • Wharton Business Group bought 1,635 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $324K.
  • Invesco S&P 500 Equal Weight ETF made up 2.1% of Wharton Business Group's portfolio in Q1 2026, its #15 holding.
  • Wharton Business Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.