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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's RSP Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,188 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #362.

Cyndeo Wealth Partners first reported a position in RSP in Q2 2023 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Cyndeo Wealth Partners held 2,188 shares of Invesco S&P 500 Equal Weight ETF worth $466K as of Q2 2026.
  • Cyndeo Wealth Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #362 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 12 quarters since.
  • 548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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