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 Q3	$2.26M	Buy	10,858 +78	+0.7%	+$16.9K	2.79%	10
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charis Legacy Partners's RSP Position: Q3 2026 in Review

Charis Legacy Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.72% in Q3 2026, buying an estimated $16.9K and bringing the position to 10,858 shares worth $2.26M. The position accounts for 2.79% of the portfolio, ranked #10.

Charis Legacy Partners first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q2 2025. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Charis Legacy Partners held 10,858 shares of Invesco S&P 500 Equal Weight ETF worth $2.26M as of Q3 2026.
Charis Legacy Partners bought 78 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $16.9K.
Invesco S&P 500 Equal Weight ETF made up 2.79% of Charis Legacy Partners's portfolio in Q3 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 8 quarters since.
Charis Legacy Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.54M in Q2 2025.
1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.