Charis Legacy Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Charis Legacy Partners’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	$2.29M	Buy	10,780 +49	+0.5%	+$10K	2.82%	10
2026 Q1	$2.06M	Sell	10,731 -1,193	-10%	-$236K	3.01%	10
2025 Q4	$2.28M	Buy	11,924 +48	+0.4%	+$9.11K	3.37%	7
2025 Q3	$2.25M	Sell	11,876 -2,105	-15%	-$392K	3.36%	8
2025 Q2	$2.54M	Hold	13,981	–	–	4.19%	7
2025 Q1	$2.42M	Sell	13,981 -4	-0%	-$711	4.59%	6
2024 Q4	$2.45M	Buy	+13,985	New	+$2.53M	5%	6

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Charis Legacy Partners's RSP Position: Q2 2026 in Review

Charis Legacy Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.46% in Q2 2026, buying an estimated $10K and bringing the position to 10,780 shares worth $2.29M. The position accounts for 2.82% of the portfolio, ranked #10.

Charis Legacy Partners first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Charis Legacy Partners held 10,780 shares of Invesco S&P 500 Equal Weight ETF worth $2.29M as of Q2 2026.
Charis Legacy Partners bought 49 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10K.
Invesco S&P 500 Equal Weight ETF made up 2.82% of Charis Legacy Partners's portfolio in Q2 2026, its #10 holding.
Charis Legacy Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Charis Legacy Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.54M in Q2 2025.
1,022 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.