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 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return