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Crumly & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Crumly & Associates’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 		$4.83M Sell
23,206
-3,315
-12% -$716K 0.86% 29
2026
Q2 		$5.64M Sell
26,521
-3,880
-13% -$794K 1.08% 26
2026
Q1 		$5.83M Sell
30,401
-7,111
-19% -$1.41M 1.23% 24
2025
Q4 		$7.19M Buy
+37,512
New +$7.12M 1.51% 22

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

Crumly & Associates's RSP Position: Q3 2026 in Review

Crumly & Associates reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q3 2026, selling an estimated $716K and leaving 23,206 shares worth $4.83M. The position accounts for 0.86% of the portfolio, ranked #29.

Crumly & Associates first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.19M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Crumly & Associates held 23,206 shares of Invesco S&P 500 Equal Weight ETF worth $4.83M as of Q3 2026.
  • Crumly & Associates sold 3,315 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $716K.
  • Invesco S&P 500 Equal Weight ETF made up 0.86% of Crumly & Associates's portfolio in Q3 2026, its #29 holding.
  • Crumly & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Crumly & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $7.19M in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.