WoodTrust Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WoodTrust Financial’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	-3,750	Closed	-$718K	–	187
2025 Q4	$718K	Sell	3,750 -380	-9%	-$72.1K	0.08%	106
2025 Q3	$783K	Hold	4,130	–	–	0.09%	105
2025 Q2	$751K	Hold	4,130	–	–	0.1%	96
2025 Q1	$715K	Hold	4,130	–	–	0.1%	95
2024 Q4	$724K	Hold	4,130	–	–	0.1%	96
2024 Q3	$740K	Hold	4,130	–	–	0.11%	96
2024 Q2	$678K	Buy	+4,130	New	+$679K	0.11%	100

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WoodTrust Financial's RSP Position: Q1 2026 in Review

WoodTrust Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 3,750 shares — an estimated $718K sold.

WoodTrust Financial first reported a position in RSP in Q2 2024 and held it in 7 quarters. The position peaked at $783K in Q3 2025. 2,236 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

WoodTrust Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
WoodTrust Financial sold 3,750 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $718K.
WoodTrust Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and held it in 7 quarters.
WoodTrust Financial's Invesco S&P 500 Equal Weight ETF position peaked at $783K in Q3 2025.
2,236 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.