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

Center for 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
Q2 		$60.6K Hold
285
– – 0.01% 296
2026
Q1 		$54.7K Hold
285
– – 0.01% 289
2025
Q4 		$54.6K Hold
285
– – 0.01% 283
2025
Q3 		$54.1K Buy
+285
New +$53.1K 0.01% 291
2025
Q2 		– Sell
-89
Closed -$15.4K – 701
2025
Q1 		$15.4K Buy
+89
New +$15.8K ﹤0.01% 422
2024
Q4 		– Sell
-43
Closed -$7.63K – 691
2024
Q3 		$7.63K Buy
43
+1
+2% +$171 ﹤0.01% 428
2024
Q2 		$6.97K Hold
42
– – ﹤0.01% 429
2024
Q1 		$7.16K Hold
42
– – ﹤0.01% 441
2023
Q4 		$6.64K Hold
42
– – ﹤0.01% 409
2023
Q3 		$5.94K Sell
42
-55
-57% -$8.22K ﹤0.01% 407
2023
Q2 		$14.5K Buy
97
+1
+1% +$144 ﹤0.01% 346
2023
Q1 		$13.9K Hold
96
– – ﹤0.01% 325
2022
Q4 		$13.5K Buy
96
+1
+1% +$140 ﹤0.01% 322
2022
Q3 		$12K Buy
+95
New +$13.4K ﹤0.01% 339
2021
Q1 		– Sell
-87
Closed -$11K – 537
2020
Q4 		$11K Buy
+87
New +$10.3K ﹤0.01% 335

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BB
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
CA
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

Center for Financial Planning's RSP Position: Q2 2026 in Review

Center for Financial Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 285 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #296.

Center for Financial Planning first reported a position in RSP in Q4 2020 and has held it in 15 quarters since. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Center for Financial Planning held 285 shares of Invesco S&P 500 Equal Weight ETF worth $60.6K as of Q2 2026.
  • Center for Financial Planning left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #296 holding.
  • Center for Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 15 quarters since.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.