CFO4Life Group
RSP icon

CFO4Life Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CFO4Life 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 		$394K Buy
1,894
+8
+0.4% +$1.73K 0.05% 150
2026
Q2 		$401K Buy
1,886
+7
+0.4% +$1.43K 0.05% 149
2026
Q1 		$361K Buy
1,879
+8
+0.4% +$1.58K 0.06% 148
2025
Q4 		$358K Buy
1,871
+7
+0.4% +$1.33K 0.05% 157
2025
Q3 		$354K Buy
1,864
+8
+0.4% +$1.49K 0.05% 155
2025
Q2 		$337K Buy
1,856
+8
+0.4% +$1.38K 0.05% 154
2025
Q1 		$320K Sell
1,848
-75
-4% -$13.3K 0.05% 151
2024
Q4 		$337K Sell
1,923
-267
-12% -$48.3K 0.06% 145
2024
Q3 		$392K Buy
2,190
+8
+0.4% +$1.37K 0.07% 133
2024
Q2 		$358K Buy
2,182
+9
+0.4% +$1.48K 0.07% 135
2024
Q1 		$368K Buy
+2,173
New +$349K 0.07% 136
2019
Q4 		– Sell
-1,972
Closed -$213K – 140
2019
Q3 		$213K Buy
+1,972
New +$212K 0.1% 110
2018
Q4 		– Sell
-11,842
Closed -$1.26M – 136
2018
Q3 		$1.26M Sell
11,842
-37,690
-76% -$3.98M 0.56% 39
2018
Q2 		$5.05M Buy
49,532
+3,224
+7% +$327K 2.11% 11
2018
Q1 		$4.61M Buy
46,308
+1,243
+3% +$127K 3.9% 5
2017
Q4 		$4.55M Buy
45,065
+937
+2% +$92K 3.58% 7
2017
Q3 		$4.22M Buy
44,128
+912
+2% +$85.3K 3.4% 5
2017
Q2 		$4M Sell
43,216
-21,760
-33% -$2M 3.69% 5
2017
Q1 		$5.9M Buy
+64,976
New +$5.83M 5.35% 3

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 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

CFO4Life Group's RSP Position: Q3 2026 in Review

CFO4Life Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.42% in Q3 2026, buying an estimated $1.73K and bringing the position to 1,894 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #150.

CFO4Life Group first reported a position in RSP in Q1 2017 and has held it in 19 quarters since. The position peaked at $5.9M in Q1 2017. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • CFO4Life Group held 1,894 shares of Invesco S&P 500 Equal Weight ETF worth $394K as of Q3 2026.
  • CFO4Life Group bought 8 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.73K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of CFO4Life Group's portfolio in Q3 2026, its #150 holding.
  • CFO4Life Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 19 quarters since.
  • CFO4Life Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.9M in Q1 2017.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on CFO4Life Group's 13F filing for Q3 2026, filed 12 Nov 2026.