Cyndeo Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cyndeo Wealth Partners’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	$455K	Hold	2,188	–	–	0.02%	375
2026 Q2	$466K	Hold	2,188	–	–	0.02%	362
2026 Q1	$420K	Buy	2,188 +69	+3%	+$13.7K	0.02%	351
2025 Q4	$406K	Buy	2,119 +15	+0.7%	+$2.85K	0.02%	355
2025 Q3	$399K	Hold	2,104	–	–	0.02%	343
2025 Q2	$382K	Hold	2,104	–	–	0.02%	341
2025 Q1	$364K	Hold	2,104	–	–	0.02%	336
2024 Q4	$369K	Hold	2,104	–	–	0.02%	342
2024 Q3	$377K	Buy	2,104 +724	+52%	+$124K	0.03%	332
2024 Q2	$227K	Hold	1,380	–	–	0.02%	368
2024 Q1	$234K	Hold	1,380	–	–	0.02%	355
2023 Q4	$218K	Buy	+1,380	New	+$200K	0.02%	348
2023 Q3	–	Sell	-1,380	Closed	-$207K	–	350
2023 Q2	$207K	Buy	+1,380	New	+$199K	0.02%	312

Other funds holding RSP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Cyndeo Wealth Partners's RSP Position: Q3 2026 in Review

Cyndeo Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 2,188 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #375.

Cyndeo Wealth Partners first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $466K in Q2 2026. 933 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Cyndeo Wealth Partners held 2,188 shares of Invesco S&P 500 Equal Weight ETF worth $455K as of Q3 2026.
Cyndeo Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #375 holding.
Cyndeo Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Cyndeo Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $466K in Q2 2026.
933 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.