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

Edge 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 		$742K Sell
3,555
-43
-1% -$9.29K 0.11% 40
2026
Q2 		$766K Buy
3,598
+1,010
+39% +$207K 0.13% 38
2026
Q1 		$497K Sell
2,588
-135
-5% -$26.8K 0.08% 49
2025
Q4 		$522K Sell
2,723
-510
-16% -$96.8K 0.09% 45
2025
Q3 		$613K Buy
3,233
+2
+0.1% +$373 0.11% 46
2025
Q2 		$588K Sell
3,231
-98
-3% -$16.9K 0.11% 46
2025
Q1 		$577K Sell
3,329
-3,589
-52% -$638K 0.12% 46
2024
Q4 		$1.21M Buy
6,918
+3,805
+122% +$688K 0.25% 32
2024
Q3 		$558K Buy
3,113
+423
+16% +$72.3K 0.11% 45
2024
Q2 		$442K Buy
2,690
+2
+0.1% +$329 0.09% 47
2024
Q1 		$455K Buy
2,688
+428
+19% +$68.7K 0.1% 50
2023
Q4 		$357K Buy
2,260
+790
+54% +$115K 0.08% 55
2023
Q3 		$208K Buy
+1,470
New +$220K 0.05% 69
2020
Q3 		– Sell
-165
Closed -$17K – 597
2020
Q2 		$17K Buy
+165
New +$15.9K ﹤0.01% 387
2020
Q1 		– Sell
-205
Closed -$24K – 670
2019
Q4 		$24K Hold
205
– – ﹤0.01% 319
2019
Q3 		$22K Buy
+205
New +$22K 0.01% 323

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Edge Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q3 2026, selling an estimated $9.29K and leaving 3,555 shares worth $742K. The position accounts for 0.11% of the portfolio, ranked #40.

Edge Wealth Management first reported a position in RSP in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2024. 660 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Edge Wealth Management held 3,555 shares of Invesco S&P 500 Equal Weight ETF worth $742K as of Q3 2026.
  • Edge Wealth Management sold 43 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $9.29K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Edge Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Edge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 16 quarters since.
  • Edge Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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