Clarus Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clarus Wealth Advisors’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	$3.63M	Buy	+17,045	New	+$3.68M	1.32%	22
2025 Q3	–	Sell	-1,412	Closed	-$260K	–	94
2025 Q2	$260K	Sell	1,412 -35	-2%	-$6.04K	0.12%	78
2025 Q1	$239K	Sell	1,447 -25,028	-95%	-$4.45M	0.13%	82
2024 Q4	$4.62M	Sell	26,475 -2,677	-9%	-$484K	2.3%	10
2024 Q3	$5.17M	Sell	29,152 -351	-1%	-$60K	2.63%	10
2024 Q2	$4.87M	Sell	29,503 -425	-1%	-$69.9K	2.59%	10
2024 Q1	$4.93M	Sell	29,928 -43,957	-59%	-$7.06M	2.79%	9
2023 Q4	$11.4M	Buy	+73,885	New	+$10.7M	6.76%	1
2023 Q2	$15.4M	Buy	103,850 +2,672	+3%	+$385K	9.37%	1
2023 Q1	$14.5M	Buy	101,178 +40,300	+66%	+$5.9M	9.11%	1
2022 Q4	$8.91M	Buy	60,878 +15,465	+34%	+$2.16M	5.84%	1
2022 Q3	$5.87M	Sell	45,413 -1,181	-3%	-$167K	4.19%	4
2022 Q2	$6.33M	Buy	46,594 +12,094	+35%	+$1.77M	4.46%	3
2022 Q1	$5.36M	Buy	34,500 +26,098	+311%	+$4.07M	3.33%	11
2021 Q4	$1.37M	Sell	8,402 -23,844	-74%	-$3.77M	0.79%	29
2021 Q3	$4.9M	Sell	32,246 -376	-1%	-$57.6K	3.01%	7
2021 Q2	$4.98M	Sell	32,622 -163	-0.5%	-$24.3K	3.12%	7
2021 Q1	$4.76M	Sell	32,785 -516	-2%	-$69.6K	2.98%	7
2020 Q4	$4.37M	Buy	33,301 +204	+0.6%	+$24.3K	2.9%	7
2020 Q3	$3.63M	Buy	33,097 +25,616	+342%	+$2.76M	2.81%	8
2020 Q2	$763K	Buy	+7,481	New	+$721K	0.64%	33
2019 Q3	–	Sell	-338	Closed	-$36K	–	468
2019 Q2	$36K	Hold	338	–	–	0.03%	307
2019 Q1	$35K	Sell	338 -601	-64%	-$60.6K	0.03%	345
2018 Q4	$86K	Sell	939 -507	-35%	-$50.2K	0.14%	191
2018 Q3	$154K	Buy	1,446 +21	+1%	+$2.22K	0.1%	166
2018 Q2	$142K	Buy	+1,425	New	+$144K	0.11%	157

Other funds holding RSP

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Clarus Wealth Advisors's RSP Position: Q3 2026 in Review

Clarus Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 17,045 shares worth $3.63M. The stake represents 1.32% of the portfolio and ranks #22 among its holdings. This is a return to the name: Clarus Wealth Advisors previously reported a position in RSP as recently as Q2 2025.

Clarus Wealth Advisors first reported a position in RSP in Q2 2018 and has held it in 26 quarters since. The position peaked at $15.4M in Q2 2023. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Clarus Wealth Advisors held 17,045 shares of Invesco S&P 500 Equal Weight ETF worth $3.63M as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new Clarus Wealth Advisors position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 1.32% of Clarus Wealth Advisors's portfolio in Q3 2026, its #22 holding.
Clarus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 26 quarters since.
Clarus Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $15.4M in Q2 2023.
1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.