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

Wise Wealth 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
Q3 		$705K Buy
3,390
+923
+37% +$199K 1.29% 19
2026
Q2 		$525K Buy
2,467
+483
+24% +$98.8K 0.89% 26
2026
Q1 		$381K Buy
1,984
+373
+23% +$73.9K 0.52% 43
2025
Q4 		$309K Buy
+1,611
New +$306K 0.44% 45

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Wise Wealth Partners's RSP Position: Q3 2026 in Review

Wise Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 37% in Q3 2026, buying an estimated $199K and bringing the position to 3,390 shares worth $705K. The position accounts for 1.29% of the portfolio, ranked #19.

Wise Wealth Partners first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Wise Wealth Partners held 3,390 shares of Invesco S&P 500 Equal Weight ETF worth $705K as of Q3 2026.
  • Wise Wealth Partners bought 923 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $199K.
  • Invesco S&P 500 Equal Weight ETF made up 1.29% of Wise Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Wise Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.