CI
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CX Institutional’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CX Institutional’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 		$100K Buy
481
+1
+0.2% +$216 ﹤0.01% 875
2026
Q2 		$102K Sell
480
-87,954
-99% -$18M ﹤0.01% 857
2026
Q1 		$17M Buy
88,434
+311
+0.4% +$61.6K 0.52% 43
2025
Q4 		$16.9M Buy
88,123
+734
+0.8% +$139K 0.5% 43
2025
Q3 		$16.6M Buy
87,389
+506
+0.6% +$94.3K 0.5% 41
2025
Q2 		$15.8M Hold
86,883
– – 0.55% 36
2025
Q1 		$15.1M Sell
86,883
-230
-0.3% -$40.9K 0.57% 41
2024
Q4 		$15.3M Buy
87,113
+184
+0.2% +$33.3K 0.61% 41
2024
Q3 		$15.6M Buy
86,929
+58
+0.1% +$9.91K 0.69% 35
2024
Q2 		$14.3M Sell
86,871
-502
-0.6% -$82.6K 0.67% 42
2024
Q1 		$14.8M Buy
87,373
+765
+0.9% +$123K 0.71% 37
2023
Q4 		$13.7M Buy
86,608
+28,214
+48% +$4.1M 0.73% 40
2023
Q3 		$8.27M Buy
58,394
+9,024
+18% +$1.35M 0.46% 60
2023
Q2 		$7.39M Buy
49,370
+16,796
+52% +$2.42M 0.38% 72
2023
Q1 		$4.71M Sell
32,574
-1,350
-4% -$198K 0.25% 110
2022
Q4 		$4.79M Buy
33,924
+31,018
+1,067% +$4.34M 0.29% 88
2022
Q3 		$370K Buy
2,906
+603
+26% +$85K 0.03% 370
2022
Q2 		$309K Buy
+2,303
New +$337K 0.02% 382
2021
Q4 		– Sell
-7
Closed -$1K – 799
2021
Q3 		$1K Sell
7
-45
-87% -$6.89K ﹤0.01% 949
2021
Q2 		$8K Buy
+52
New +$7.74K ﹤0.01% 850
2020
Q2 		– Sell
-40
Closed -$3K – 869
2020
Q1 		$3K Buy
+40
New +$4.25K ﹤0.01% 630

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

CX Institutional's RSP Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.21% in Q3 2026, buying an estimated $216 and bringing the position to 481 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

CX Institutional first reported a position in RSP in Q1 2020 and has held it in 21 quarters since. The position peaked at $17M in Q1 2026. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • CX Institutional held 481 shares of Invesco S&P 500 Equal Weight ETF worth $100K as of Q3 2026.
  • CX Institutional bought 1 Invesco S&P 500 Equal Weight ETF share in Q3 2026, an estimated $216.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #875 holding.
  • CX Institutional first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 21 quarters since.
  • CX Institutional's Invesco S&P 500 Equal Weight ETF position peaked at $17M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.