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 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%	+$99.8K	0.25%	60
2021 Q4	$259K	Buy	+1,590	New	+$251K	0.24%	62

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crown Wealth Group's RSP Position: Q2 2026 in Review

Crown Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q2 2026, buying an estimated $135K and bringing the position to 3,160 shares worth $672K. The position accounts for 0.17% of the portfolio, ranked #62.

Crown Wealth Group first reported a position in RSP in Q4 2021 and has held it in 10 quarters since. 1,084 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Crown Wealth Group held 3,160 shares of Invesco S&P 500 Equal Weight ETF worth $672K as of Q2 2026.
Crown Wealth Group bought 662 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $135K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Crown Wealth Group's portfolio in Q2 2026, its #62 holding.
Crown Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 10 quarters since.
1,084 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.