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Ehrlich Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ehrlich Financial Group’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 		$903K Sell
4,246
-49
-1% -$10K 0.46% 49
2026
Q1 		$824K Sell
4,295
-326
-7% -$64.6K 0.47% 54
2025
Q4 		$885K Sell
4,621
-153
-3% -$29K 0.5% 48
2025
Q3 		$906K Sell
4,774
-18
-0.4% -$3.35K 0.54% 49
2025
Q2 		$871K Buy
4,792
+65
+1% +$11.2K 0.56% 49
2025
Q1 		$819K Sell
4,727
-185
-4% -$32.9K 0.6% 47
2024
Q4 		$861K Sell
4,912
-137
-3% -$24.8K 0.61% 38
2024
Q3 		$905K Sell
5,049
-324
-6% -$55.4K 0.65% 37
2024
Q2 		$883K Buy
+5,373
New +$884K 0.7% 30
2024
Q1 		– Sell
-4,245
Closed -$670K – 105
2023
Q4 		$670K Buy
+4,245
New +$617K 0.67% 37

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

Ehrlich Financial Group's RSP Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, selling an estimated $10K and leaving 4,246 shares worth $903K. The position accounts for 0.46% of the portfolio, ranked #49.

Ehrlich Financial Group first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $906K in Q3 2025. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Ehrlich Financial Group held 4,246 shares of Invesco S&P 500 Equal Weight ETF worth $903K as of Q2 2026.
  • Ehrlich Financial Group sold 49 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10K.
  • Invesco S&P 500 Equal Weight ETF made up 0.46% of Ehrlich Financial Group's portfolio in Q2 2026, its #49 holding.
  • Ehrlich Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
  • Ehrlich Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $906K in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.