Briaud Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Briaud Financial Planning’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	$349K	Sell	1,676 -6	-0.4%	-$1.3K	0.08%	28
2026 Q2	$358K	Buy	1,682 +6	+0.4%	+$1.23K	0.09%	28
2026 Q1	$322K	Hold	1,676	–	–	0.08%	28
2025 Q4	$321K	Hold	1,676	–	–	0.08%	25
2025 Q3	$318K	Hold	1,676	–	–	0.1%	24
2025 Q2	$304K	Hold	1,676	–	–	0.12%	24
2025 Q1	$290K	Hold	1,676	–	–	0.12%	24
2024 Q4	$293K	Hold	1,676	–	–	0.12%	22
2024 Q3	$300K	Buy	+1,676	New	+$286K	0.15%	19

Other funds holding RSP

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 Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Briaud Financial Planning's RSP Position: Q3 2026 in Review

Briaud Financial Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.36% in Q3 2026, selling an estimated $1.3K and leaving 1,676 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #28.

Briaud Financial Planning first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $358K in Q2 2026. 865 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Briaud Financial Planning held 1,676 shares of Invesco S&P 500 Equal Weight ETF worth $349K as of Q3 2026.
Briaud Financial Planning sold 6 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.3K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Briaud Financial Planning's portfolio in Q3 2026, its #28 holding.
Briaud Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
Briaud Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $358K in Q2 2026.
865 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.