Diversify Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Diversify Wealth Management’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	$5.25M	Sell	24,442 -262,995	-91%	-$56.8M	0.08%	227
2026 Q2	$61.9M	Buy	287,437 +227,170	+377%	+$46.5M	1.03%	17
2026 Q1	$12.1M	Buy	60,267 +54,885	+1,020%	+$10.9M	0.22%	93
2025 Q4	$1.06M	Buy	5,382 +361	+7%	+$68.5K	0.05%	309
2025 Q3	$941K	Hold	5,021	–	–	0.05%	284
2025 Q2	$928K	Sell	5,021 -18	-0.4%	-$3.11K	0.06%	281
2025 Q1	$851K	Sell	5,039 -33	-0.7%	-$5.87K	0.06%	268
2024 Q4	$879K	Buy	+5,072	New	+$917K	0.07%	238

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

Diversify Wealth Management's RSP Position: Q3 2026 in Review

Diversify Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 91% in Q3 2026, selling an estimated $56.8M and leaving 24,442 shares worth $5.25M. The position accounts for 0.08% of the portfolio, ranked #227.

Diversify Wealth Management first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $61.9M in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Diversify Wealth Management held 24,442 shares of Invesco S&P 500 Equal Weight ETF worth $5.25M as of Q3 2026.
Diversify Wealth Management sold 262,995 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $56.8M.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Diversify Wealth Management's portfolio in Q3 2026, its #227 holding.
Diversify Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $61.9M in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.