National Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,317 shares of RSP stock, worth $246,726. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,317

Previous 3,803 65.37%

Holding current value

$246,726

Previous $722 Million 65.03%

% of portfolio

0.09%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$185.12 - $192.11 $460,208 - $477,585	-2,486 Reduced 65.37%	1,317 $252 Million
Q3 2025 Oct 31, 2025	BUY	$181.56 - $190.33 $120,737 - $126,569	665 Added 21.19%	3,803 $722 Million
Q2 2025 Sep 25, 2025	SELL	$152.93 - $181.74 $82,276 - $97,776	-538 Reduced 14.64%	3,138 $570 Million
Q1 2025 May 15, 2025	SELL	$169.43 - $182.84 $64,383 - $69,479	-380 Reduced 9.37%	3,676 $637 Million
Q4 2024 Feb 12, 2025	SELL	$174.22 - $187.62 $224,046 - $241,279	-1,286 Reduced 24.07%	4,056 $711 Million

Q3 2024 Nov 13, 2024	BUY	$162.83 - $179.16 $481,325 - $529,596	2,956 Added 123.89%	5,342 $957 Million
Q2 2024 Aug 09, 2024	SELL	$159.21 - $168.37 $57,156 - $60,444	-359 Reduced 13.08%	2,386 $392 Million
Q1 2024 May 17, 2024	SELL	$153.84 - $169.37 $44,921 - $49,456	-292 Reduced 9.61%	2,745 $465 Million
Q4 2023 Feb 01, 2024	BUY	$133.66 - $158.41 $405,925 - $481,091	3,037 New	3,037 $479 Million

Others Institutions Holding RSP

# of Institutions

2,242

Shares Held

282M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Invesco S&P 500 Equal Weight E Transaction History