Crown Wealth Group
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Crown Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Crown Wealth 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 		$1.18M Buy
5,695
+2,535
+80% +$548K 0.29% 47
2026
Q2 		$672K Buy
3,160
+662
+27% +$135K 0.17% 62
2026
Q1 		$479K Buy
+2,498
New +$495K 0.14% 68
2024
Q3 		– Sell
-1,447
Closed -$238K – 120
2024
Q2 		$238K Buy
+1,447
New +$238K 0.12% 88
2024
Q1 		– Sell
-3,053
Closed -$482K – 117
2023
Q4 		$482K Buy
3,053
+390
+15% +$56.7K 0.29% 44
2023
Q3 		$377K Buy
2,663
+405
+18% +$60.5K 0.28% 43
2023
Q2 		$338K Buy
2,258
+815
+56% +$117K 0.27% 44
2023
Q1 		$209K Sell
1,443
-406
-22% -$59.5K 0.17% 59
2022
Q4 		$261K Buy
+1,849
New +$259K 0.25% 49
2022
Q2 		– Sell
-2,230
Closed -$352K – 97
2022
Q1 		$352K Buy
2,230
+640
+40% +$100K 0.25% 60
2021
Q4 		$259K Buy
+1,590
New +$251K 0.24% 62

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
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
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Crown Wealth Group's RSP Position: Q3 2026 in Review

Crown Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 80% in Q3 2026, buying an estimated $548K and bringing the position to 5,695 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #47.

Crown Wealth Group first reported a position in RSP in Q4 2021 and has held it in 11 quarters since. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Crown Wealth Group held 5,695 shares of Invesco S&P 500 Equal Weight ETF worth $1.18M as of Q3 2026.
  • Crown Wealth Group bought 2,535 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $548K.
  • Invesco S&P 500 Equal Weight ETF made up 0.29% of Crown Wealth Group's portfolio in Q3 2026, its #47 holding.
  • Crown Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 11 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.