Elm3 Financial Group
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Elm3 Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Elm3 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
Q3 		$1.95M Buy
9,379
+217
+2% +$46.9K 1.3% 18
2026
Q2 		$1.95M Sell
9,162
-23
-0.3% -$4.71K 1.34% 21
2026
Q1 		$1.76M Buy
9,185
+7,064
+333% +$1.4M 1.49% 18
2025
Q4 		$406K Buy
2,121
+348
+20% +$66.1K 0.34% 75
2025
Q3 		$336K Buy
1,773
+138
+8% +$25.7K 0.28% 84
2025
Q2 		$297K Buy
+1,635
New +$282K 0.25% 89

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Elm3 Financial Group's RSP Position: Q3 2026 in Review

Elm3 Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.4% in Q3 2026, buying an estimated $46.9K and bringing the position to 9,379 shares worth $1.95M. The position accounts for 1.3% of the portfolio, ranked #18.

Elm3 Financial Group first reported a position in RSP in Q2 2025 and has held it in 6 quarters since. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Elm3 Financial Group held 9,379 shares of Invesco S&P 500 Equal Weight ETF worth $1.95M as of Q3 2026.
  • Elm3 Financial Group bought 217 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $46.9K.
  • Invesco S&P 500 Equal Weight ETF made up 1.3% of Elm3 Financial Group's portfolio in Q3 2026, its #18 holding.
  • Elm3 Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.