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

Cooper Financial 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 		$333K Buy
1,600
+279
+21% +$60.3K 0.03% 327
2026
Q2 		$281K Sell
1,321
-40
-3% -$8.19K 0.02% 351
2026
Q1 		$261K Buy
1,361
+5
+0.4% +$991 0.03% 359
2025
Q4 		$260K Buy
1,356
+4
+0.3% +$759 0.03% 324
2025
Q3 		$256K Sell
1,352
-219
-14% -$40.8K 0.03% 327
2025
Q2 		$285K Buy
1,571
+18
+1% +$3.11K 0.03% 310
2025
Q1 		$269K Buy
1,553
+152
+11% +$27K 0.04% 323
2024
Q4 		$245K Buy
1,401
+103
+8% +$18.6K 0.03% 342
2024
Q3 		$233K Buy
+1,298
New +$222K 0.03% 348
2022
Q2 		– Sell
-1,837
Closed -$290K – 281
2022
Q1 		$290K Sell
1,837
-2,006
-52% -$313K 0.11% 178
2021
Q4 		$625K Sell
3,843
-4,094
-52% -$647K 0.24% 99
2021
Q3 		$1.19M Buy
7,937
+1,543
+24% +$236K 0.25% 64
2021
Q2 		$964K Buy
+6,394
New +$952K 0.2% 76

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group's RSP Position: Q3 2026 in Review

Cooper Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q3 2026, buying an estimated $60.3K and bringing the position to 1,600 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #327.

Cooper Financial Group first reported a position in RSP in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2021. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Cooper Financial Group held 1,600 shares of Invesco S&P 500 Equal Weight ETF worth $333K as of Q3 2026.
  • Cooper Financial Group bought 279 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $60.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #327 holding.
  • Cooper Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 13 quarters since.
  • Cooper Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.19M in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.