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B.A. Schrock Wealth Management, Inc.’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 		$700K Buy
+3,352
New +$724K 0.26% 81

Other funds holding RSP

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s RSP Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 3,352 shares worth $700K. The stake represents 0.26% of the portfolio and ranks #81 among its holdings.

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

  • B.A. Schrock Wealth Management, Inc. held 3,352 shares of Invesco S&P 500 Equal Weight ETF worth $700K as of Q3 2026.
  • Invesco S&P 500 Equal Weight ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.26% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #81 holding.
  • 369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.