Cypress Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cypress Financial Planning’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	$12.8M	Buy	+61,719	New	+$13.3M	3.44%	11

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

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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cypress Financial Planning's RSP Position: Q3 2026 in Review

Cypress Financial Planning opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 61,719 shares worth $12.8M. The stake represents 3.44% of the portfolio and ranks #11 among its holdings.

806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Cypress Financial Planning held 61,719 shares of Invesco S&P 500 Equal Weight ETF worth $12.8M as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new Cypress Financial Planning position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 3.44% of Cypress Financial Planning's portfolio in Q3 2026, its #11 holding.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.