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

360 Financial’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 Q2	$1.61M	Sell	7,552 -308	-4%	-$63K	0.41%	23
2026 Q1	$1.51M	Buy	7,860 +38	+0.5%	+$7.53K	0.45%	26
2025 Q4	$1.5M	Buy	7,822 +995	+15%	+$189K	0.45%	26
2025 Q3	$1.3M	Sell	6,827 -3	-0%	-$559	0.42%	27
2025 Q2	$1.24M	Buy	6,830 +8	+0.1%	+$1.38K	0.39%	32
2025 Q1	$1.18M	Sell	6,822 -21	-0.3%	-$3.73K	0.43%	32
2024 Q4	$1.2M	Sell	6,843 -4,545	-40%	-$822K	0.43%	31
2024 Q3	$2.04M	Sell	11,388 -831	-7%	-$142K	0.75%	21
2024 Q2	$2.01M	Sell	12,219 -100	-0.8%	-$16.4K	0.76%	22
2024 Q1	$2.09M	Sell	12,319 -554	-4%	-$89K	0.81%	20
2023 Q4	$2.03M	Buy	+12,873	New	+$1.87M	0.9%	20
2023 Q3	–	Sell	-13,313	Closed	-$1.99M	–	82
2023 Q2	$1.99M	Sell	13,313 -926	-7%	-$133K	1.03%	20
2023 Q1	$2.06M	Sell	14,239 -269	-2%	-$39.4K	1.09%	18
2022 Q4	$1.85M	Hold	14,508	–	–	1.2%	16
2022 Q3	$1.85M	Sell	14,508 -37,727	-72%	-$5.32M	1.2%	16
2022 Q2	$7.33M	Buy	52,235 +36,745	+237%	+$5.38M	4.42%	4
2022 Q1	$2.46M	Buy	15,490 +1,031	+7%	+$161K	1.18%	18
2021 Q4	$2.35M	Sell	14,459 -79	-0.5%	-$12.5K	1.07%	19
2021 Q3	$2.18M	Buy	14,538 +143	+1%	+$21.9K	1.12%	18
2021 Q2	$2.17M	Sell	14,395 -543	-4%	-$80.8K	1.13%	18
2021 Q1	$2.12M	Sell	14,938 -143	-0.9%	-$19.3K	1.19%	16
2020 Q4	$1.92M	Sell	15,081 -871	-5%	-$104K	1.14%	16
2020 Q3	$1.73M	Sell	15,952 -72	-0.4%	-$7.77K	1.22%	15
2020 Q2	$1.63M	Sell	16,024 -1,230	-7%	-$119K	1.35%	14
2020 Q1	$1.45M	Sell	17,254 -130,412	-88%	-$13.9M	1.52%	12
2019 Q4	$17.3M	Buy	+147,666	New	+$16.4M	12.76%	1

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

360 Financial's RSP Position: Q2 2026 in Review

360 Financial reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.9% in Q2 2026, selling an estimated $63K and leaving 7,552 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #23.

360 Financial first reported a position in RSP in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.3M in Q4 2019. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

360 Financial held 7,552 shares of Invesco S&P 500 Equal Weight ETF worth $1.61M as of Q2 2026.
360 Financial sold 308 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $63K.
Invesco S&P 500 Equal Weight ETF made up 0.41% of 360 Financial's portfolio in Q2 2026, its #23 holding.
360 Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 26 quarters since.
360 Financial's Invesco S&P 500 Equal Weight ETF position peaked at $17.3M in Q4 2019.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.