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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Elm3 Financial Group's RSP Position: Q1 2026 in Review

Elm3 Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 333% in Q1 2026, buying an estimated $1.4M and bringing the position to 9,185 shares worth $1.76M. The position accounts for 1.49% of the portfolio, ranked #18.

Elm3 Financial Group first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Elm3 Financial Group held 9,185 shares of Invesco S&P 500 Equal Weight ETF worth $1.76M as of Q1 2026.
Elm3 Financial Group bought 7,064 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.4M.
Invesco S&P 500 Equal Weight ETF made up 1.49% of Elm3 Financial Group's portfolio in Q1 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 4 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.