STACKSTONE WEALTH, LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$412K	Buy	+1,981	New	+$428K	0.04%	241

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

STACKSTONE WEALTH, LLC's RSP Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 1,981 shares worth $412K. The stake represents 0.04% of the portfolio and ranks #241 among its holdings.

585 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,981 shares of Invesco S&P 500 Equal Weight ETF worth $412K as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #241 holding.
585 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.