WIA
RSP icon

World Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

World Investment Advisors’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 		$14.2M Buy
74,248
+40,504
+120% +$8.03M 0.23% 90
2025
Q4 		$6.46M Buy
33,744
+7,159
+27% +$1.36M 0.1% 219
2025
Q3 		$5.04M Sell
26,585
-203
-0.8% -$37.8K 0.1% 224
2025
Q2 		$4.87M Sell
26,788
-4,657
-15% -$804K 0.11% 214
2025
Q1 		$5.45M Sell
31,445
-10,188
-24% -$1.81M 0.14% 171
2024
Q4 		$7.3M Buy
41,633
+21,357
+105% +$3.86M 0.2% 117
2024
Q3 		$3.63M Buy
20,276
+1,433
+8% +$245K 0.11% 205
2024
Q2 		$3.1M Buy
18,843
+11,631
+161% +$1.91M 0.19% 108
2024
Q1 		$1.61M Sell
7,212
-8,637
-54% -$1.39M 0.23% 94
2023
Q4 		$2.5M Buy
15,849
+7,458
+89% +$1.08M 0.32% 69
2023
Q3 		$1.19M Buy
8,391
+1,612
+24% +$241K 0.24% 83
2023
Q2 		$1.01M Buy
6,779
+30
+0.4% +$4.32K 0.2% 87
2023
Q1 		$976K Buy
6,749
+44
+0.7% +$6.44K 0.2% 84
2022
Q4 		$947K Buy
6,705
+1
+0% +$140 0.22% 80
2022
Q3 		$853K Buy
6,704
+300
+5% +$42.3K 0.2% 85
2022
Q2 		$935K Sell
6,404
-49
-0.8% -$7.17K 0.2% 85
2022
Q1 		$1.02M Sell
6,453
-80
-1% -$12.5K 0.21% 87
2021
Q4 		$1.03M Hold
6,533
– – 0.22% 90
2021
Q3 		$979K Buy
6,533
+161
+3% +$24.6K 0.22% 80
2021
Q2 		$961K Sell
6,372
-175
-3% -$26.1K 0.22% 78
2021
Q1 		$969K Hold
6,547
– – 0.23% 75
2020
Q4 		$886K Sell
6,547
-699
-10% -$83.1K 0.22% 78
2020
Q3 		$783K Hold
7,246
– – 0.27% 62
2020
Q2 		$806K Sell
7,246
-234
-3% -$22.6K 0.28% 56
2020
Q1 		$628K Sell
7,480
-423
-5% -$44.9K 0.29% 55
2019
Q4 		$915K Buy
7,903
+123
+2% +$13.7K 0.36% 43
2019
Q3 		$841K Sell
7,780
-40
-0.5% -$4.29K 0.36% 39
2019
Q2 		$833K Buy
7,820
+594
+8% +$62.9K 0.37% 34
2019
Q1 		$755K Sell
7,226
-730
-9% -$73.6K 0.34% 40
2018
Q4 		$815K Buy
+7,956
New +$788K 0.37% 45

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 $2.7B AUM 6.73% 1-Year Est. Return

World Investment Advisors's RSP Position: Q1 2026 in Review

World Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 120% in Q1 2026, buying an estimated $8.03M and bringing the position to 74,248 shares worth $14.2M. The position accounts for 0.23% of the portfolio, ranked #90.

World Investment Advisors first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • World Investment Advisors held 74,248 shares of Invesco S&P 500 Equal Weight ETF worth $14.2M as of Q1 2026.
  • World Investment Advisors bought 40,504 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $8.03M.
  • Invesco S&P 500 Equal Weight ETF made up 0.23% of World Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • World Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.