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

ABLE Financial Group’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 		$525K Hold
2,523
– – 0.08% 140
2026
Q2 		$537K Buy
2,523
+57
+2% +$11.7K 0.09% 139
2026
Q1 		$473K Buy
2,466
+196
+9% +$38.8K 0.09% 142
2025
Q4 		$435K Buy
2,270
+455
+25% +$86.4K 0.09% 136
2025
Q3 		$344K Sell
1,815
-205
-10% -$38.2K 0.07% 145
2025
Q2 		$367K Sell
2,020
-577
-22% -$100K 0.09% 140
2025
Q1 		$450K Sell
2,597
-73
-3% -$13K 0.13% 111
2024
Q4 		$468K Sell
2,670
-36
-1% -$6.51K 0.14% 108
2024
Q3 		$485K Buy
2,706
+528
+24% +$90.2K 0.15% 106
2024
Q2 		$358K Buy
2,178
+553
+34% +$91K 0.13% 120
2024
Q1 		$275K Sell
1,625
-51
-3% -$8.19K 0.11% 129
2023
Q4 		$264K Buy
+1,676
New +$243K 0.11% 124
2023
Q3 		– Sell
-1,351
Closed -$202K – 157
2023
Q2 		$202K Buy
+1,351
New +$195K 0.1% 139

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 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
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

ABLE Financial Group's RSP Position: Q3 2026 in Review

ABLE Financial Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 2,523 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #140.

ABLE Financial Group first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $537K in Q2 2026. 680 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • ABLE Financial Group held 2,523 shares of Invesco S&P 500 Equal Weight ETF worth $525K as of Q3 2026.
  • ABLE Financial Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of ABLE Financial Group's portfolio in Q3 2026, its #140 holding.
  • ABLE Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $537K in Q2 2026.
  • 680 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.