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

WPWealth’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
2025
Q3 		– Sell
-1,500
Closed -$273K – 95
2025
Q2 		$273K Sell
1,500
-260
-15% -$44.9K 0.05% 81
2025
Q1 		$305K Sell
1,760
-70
-4% -$12.4K 0.06% 71
2024
Q4 		$321K Sell
1,830
-239
-12% -$43.2K 0.07% 70
2024
Q3 		$371K Hold
2,069
– – 0.08% 62
2024
Q2 		$340K Sell
2,069
-76
-4% -$12.5K 0.08% 54
2024
Q1 		$363K Sell
2,145
-449
-17% -$72.1K 0.09% 49
2023
Q4 		$409K Sell
2,594
-42
-2% -$6.1K 0.13% 44
2023
Q3 		$373K Buy
2,636
+6
+0.2% +$896 0.14% 41
2023
Q2 		$394K Buy
+2,630
New +$379K 0.17% 38

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPWealth's RSP Position: Q3 2025 in Review

WPWealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 1,500 shares — an estimated $273K sold.

WPWealth first reported a position in RSP in Q2 2023 and held it in 9 quarters. The position peaked at $409K in Q4 2023. 1,952 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • WPWealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • WPWealth sold 1,500 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $273K.
  • WPWealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 9 quarters.
  • WPWealth's Invesco S&P 500 Equal Weight ETF position peaked at $409K in Q4 2023.
  • 1,952 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on WPWealth's 13F filing for Q3 2025, filed 12 Nov 2025.