WR Wealth Planners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WR Wealth Planners’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
2024 Q4	$417K	Sell	2,377 -168	-7%	-$30.4K	0.13%	106
2024 Q3	$456K	Sell	2,545 -48	-2%	-$8.2K	0.13%	109
2024 Q2	$426K	Sell	2,593 -54	-2%	-$8.88K	0.13%	104
2024 Q1	$448K	Sell	2,647 -28	-1%	-$4.5K	0.14%	104
2023 Q4	$422K	Sell	2,675 -501	-16%	-$72.8K	0.16%	115
2023 Q3	$450K	Sell	3,176 -843	-21%	-$126K	0.17%	98
2023 Q2	$601K	Buy	4,019 +914	+29%	+$132K	0.23%	69
2023 Q1	$449K	Sell	3,105 -160	-5%	-$23.4K	0.19%	86
2022 Q4	$461K	Buy	3,265 +187	+6%	+$26.2K	0.28%	60
2022 Q3	$392K	Sell	3,078 -102	-3%	-$14.4K	0.28%	60
2022 Q2	$427K	Buy	3,180 +22	+0.7%	+$3.22K	0.28%	57
2022 Q1	$498K	Buy	+3,158	New	+$492K	0.3%	58

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WR Wealth Planners's RSP Position: Q4 2024 in Review

WR Wealth Planners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.6% in Q4 2024, selling an estimated $30.4K and leaving 2,377 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #106.

WR Wealth Planners first reported a position in RSP in Q1 2022 and has held it in 12 quarters since. The position peaked at $601K in Q2 2023. 1,914 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

WR Wealth Planners held 2,377 shares of Invesco S&P 500 Equal Weight ETF worth $417K as of Q4 2024.
WR Wealth Planners sold 168 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $30.4K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of WR Wealth Planners's portfolio in Q4 2024, its #106 holding.
WR Wealth Planners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Invesco S&P 500 Equal Weight ETF position peaked at $601K in Q2 2023.
1,914 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.