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

Berger 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
Q2 		$712K Sell
3,344
-3
-0.1% -$614 0.04% 250
2026
Q1 		$642K Buy
3,347
+946
+39% +$187K 0.04% 260
2025
Q4 		$460K Sell
2,401
-277
-10% -$52.6K 0.03% 306
2025
Q3 		$508K Buy
2,678
+68
+3% +$12.7K 0.03% 284
2025
Q2 		$474K Sell
2,610
-20
-0.8% -$3.45K 0.03% 271
2025
Q1 		$456K Sell
2,630
-81
-3% -$14.4K 0.03% 272
2024
Q4 		$475K Sell
2,711
-682
-20% -$123K 0.03% 259
2024
Q3 		$608K Sell
3,393
-65
-2% -$11.1K 0.04% 212
2024
Q2 		$568K Sell
3,458
-383
-10% -$63K 0.05% 196
2024
Q1 		$651K Buy
3,841
+14
+0.4% +$2.25K 0.05% 179
2023
Q4 		$604K Sell
3,827
-125
-3% -$18.2K 0.06% 150
2023
Q3 		$560K Buy
+3,952
New +$590K 0.06% 148

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berger Financial Group's RSP Position: Q2 2026 in Review

Berger Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.09% in Q2 2026, selling an estimated $614 and leaving 3,344 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #250.

Berger Financial Group first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 1,664 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Berger Financial Group held 3,344 shares of Invesco S&P 500 Equal Weight ETF worth $712K as of Q2 2026.
  • Berger Financial Group sold 3 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $614.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #250 holding.
  • Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.