GER Loftin Wealth Advisors LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

GER Loftin Wealth Advisors LLC’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	$1.06M	Buy	+5,089	New	+$1.1M	0.34%	42

Other funds holding RSP

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's RSP Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 5,089 shares worth $1.06M. The stake represents 0.34% of the portfolio and ranks #42 among its holdings.

1,839 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

GER Loftin Wealth Advisors LLC held 5,089 shares of Invesco S&P 500 Equal Weight ETF worth $1.06M as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.34% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #42 holding.
1,839 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.