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

Everhart 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	$286K	Buy	+1,344	New	+$275K	0.02%	383

Other funds holding RSP

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Everhart Financial Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,344 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings.

487 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Everhart Financial Group held 1,344 shares of Invesco S&P 500 Equal Weight ETF worth $286K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Everhart Financial Group position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #383 holding.
487 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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