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Collective Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Collective Family Office’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 		$879K Hold
4,133
– – 0.18% 88
2026
Q1 		$793K Sell
4,133
-191
-4% -$37.9K 0.18% 86
2025
Q4 		$828K Sell
4,324
-1,773
-29% -$337K 0.19% 85
2025
Q3 		$1.16M Buy
6,097
+85
+1% +$15.8K 0.28% 70
2025
Q2 		$1.09M Sell
6,012
-5,450
-48% -$941K 0.28% 71
2025
Q1 		$1.99M Buy
11,462
+5,774
+102% +$1.03M 0.54% 49
2024
Q4 		$997K Buy
5,688
+3,538
+165% +$640K 0.27% 75
2024
Q3 		$385K Sell
2,150
-8
-0.4% -$1.37K 0.1% 125
2024
Q2 		$355K Buy
+2,158
New +$355K 0.1% 134

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Collective Family Office's RSP Position: Q2 2026 in Review

Collective Family Office held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 4,133 shares worth $879K. The position accounts for 0.18% of the portfolio, ranked #88.

Collective Family Office first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q1 2025. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Collective Family Office held 4,133 shares of Invesco S&P 500 Equal Weight ETF worth $879K as of Q2 2026.
  • Collective Family Office left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.18% of Collective Family Office's portfolio in Q2 2026, its #88 holding.
  • Collective Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
  • Collective Family Office's Invesco S&P 500 Equal Weight ETF position peaked at $1.99M in Q1 2025.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.