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

Superior Planning, 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	$2.92M	Buy	+14,042	New	+$3.03M	1.22%	15

Other funds holding RSP

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's RSP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 14,042 shares worth $2.92M. The stake represents 1.22% of the portfolio and ranks #15 among its holdings.

1,821 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Superior Planning, LLC held 14,042 shares of Invesco S&P 500 Equal Weight ETF worth $2.92M as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 1.22% of Superior Planning, LLC's portfolio in Q3 2026, its #15 holding.
1,821 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.