Coordinated Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Coordinated Financial Services’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 Q1	$1.24M	Sell	6,471 -197	-3%	-$39K	0.71%	38
2025 Q4	$1.29M	Buy	6,668 +560	+9%	+$106K	0.74%	34
2025 Q3	$1.16M	Sell	6,108 -171	-3%	-$31.9K	0.74%	38
2025 Q2	$1.14M	Buy	6,279 +138	+2%	+$23.8K	0.79%	35
2025 Q1	$1.06M	Buy	6,141 +496	+9%	+$88.2K	0.82%	35
2024 Q4	$989K	Buy	+5,645	New	+$1.02M	0.77%	37
2024 Q2	$786K	Buy	4,785 +200	+4%	+$32.9K	0.67%	41
2024 Q1	$777K	Buy	+4,585	New	+$736K	0.68%	39

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Coordinated Financial Services's RSP Position: Q1 2026 in Review

Coordinated Financial Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q1 2026, selling an estimated $39K and leaving 6,471 shares worth $1.24M. The position accounts for 0.71% of the portfolio, ranked #38.

Coordinated Financial Services first reported a position in RSP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Coordinated Financial Services held 6,471 shares of Invesco S&P 500 Equal Weight ETF worth $1.24M as of Q1 2026.
Coordinated Financial Services sold 197 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $39K.
Invesco S&P 500 Equal Weight ETF made up 0.71% of Coordinated Financial Services's portfolio in Q1 2026, its #38 holding.
Coordinated Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.29M in Q4 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.