Cathy Pareto & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cathy Pareto & Associates’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	$894K	Sell	4,203 -577	-12%	-$118K	0.52%	39
2026 Q1	$918K	Buy	4,780 +135	+3%	+$26.8K	0.62%	36
2025 Q4	$890K	Sell	4,645 -196	-4%	-$37.2K	0.62%	38
2025 Q3	$918K	Buy	4,841 +20	+0.4%	+$3.73K	0.69%	35
2025 Q2	$876K	Buy	4,821 +236	+5%	+$40.7K	0.72%	34
2025 Q1	$794K	Buy	4,585 +25	+0.5%	+$4.45K	0.7%	34
2024 Q4	$799K	Buy	+4,560	New	+$824K	0.73%	33

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cathy Pareto & Associates's RSP Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q2 2026, selling an estimated $118K and leaving 4,203 shares worth $894K. The position accounts for 0.52% of the portfolio, ranked #39.

Cathy Pareto & Associates first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $918K in Q3 2025. 567 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cathy Pareto & Associates held 4,203 shares of Invesco S&P 500 Equal Weight ETF worth $894K as of Q2 2026.
Cathy Pareto & Associates sold 577 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $118K.
Invesco S&P 500 Equal Weight ETF made up 0.52% of Cathy Pareto & Associates's portfolio in Q2 2026, its #39 holding.
Cathy Pareto & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $918K in Q3 2025.
567 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.