Balanced Wealth Group
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Balanced Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Balanced Wealth 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 		$642K Buy
+2,941
New +$636K 0.2% 48
2024
Q4 		– Sell
-3,172
Closed -$568K – 68
2024
Q3 		$568K Sell
3,172
-281
-8% -$48K 0.25% 41
2024
Q2 		$563K Sell
3,453
-591
-15% -$97.2K 0.26% 42
2024
Q1 		$671K Sell
4,044
-198
-5% -$31.8K 0.3% 39
2023
Q4 		$669K Buy
+4,242
New +$616K 0.35% 38

Other funds holding RSP

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balanced Wealth Group's RSP Position: Q3 2026 in Review

Balanced Wealth Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 2,941 shares worth $642K. The stake represents 0.2% of the portfolio and ranks #48 among its holdings. This is a return to the name: Balanced Wealth Group previously reported a position in RSP as recently as Q3 2024.

Balanced Wealth Group first reported a position in RSP in Q4 2023 and has held it in 5 quarters since. The position peaked at $671K in Q1 2024. 1,881 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Balanced Wealth Group held 2,941 shares of Invesco S&P 500 Equal Weight ETF worth $642K as of Q3 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Balanced Wealth Group position in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.2% of Balanced Wealth Group's portfolio in Q3 2026, its #48 holding.
  • Balanced Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 5 quarters since.
  • Balanced Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $671K in Q1 2024.
  • 1,881 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Balanced Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.