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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Elm3 Financial Group's RSP Position: Q2 2026 in Review

Elm3 Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.25% in Q2 2026, selling an estimated $4.71K and leaving 9,162 shares worth $1.95M. The position accounts for 1.34% of the portfolio, ranked #21.

Elm3 Financial Group first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Elm3 Financial Group held 9,162 shares of Invesco S&P 500 Equal Weight ETF worth $1.95M as of Q2 2026.
Elm3 Financial Group sold 23 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.71K.
Invesco S&P 500 Equal Weight ETF made up 1.34% of Elm3 Financial Group's portfolio in Q2 2026, its #21 holding.
Elm3 Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.