Evernest Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Evernest Financial Advisors’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	$23M	Buy	114,053 +19,175	+20%	+$3.8M	4.78%	5
2025 Q4	$19.2M	Buy	94,878 +11,996	+14%	+$2.28M	4.02%	7
2025 Q3	$15.7M	Buy	82,882 +2,843	+4%	+$530K	4.41%	4
2025 Q2	$14.5M	Buy	80,039 +3,241	+4%	+$559K	4.71%	4
2025 Q1	$13.3M	Buy	76,798 +9,131	+13%	+$1.62M	4.77%	4
2024 Q4	$11.9M	Buy	67,667 +454	+0.7%	+$82.1K	3.08%	9
2024 Q3	$12M	Buy	67,213 +452	+0.7%	+$77.2K	3.25%	10
2024 Q2	$11M	Buy	66,761 +1,605	+2%	+$264K	4.91%	5
2024 Q1	$10.4M	Buy	65,156 +2,960	+5%	+$475K	4.93%	5
2023 Q4	$9.81M	Buy	+62,196	New	+$9.04M	4.98%	4
2021 Q4	$10M	Buy	+62,910	New	+$9.94M	5.18%	4

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

Evernest Financial Advisors's RSP Position: Q1 2026 in Review

Evernest Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q1 2026, buying an estimated $3.8M and bringing the position to 114,053 shares worth $23M. The position accounts for 4.78% of the portfolio, ranked #5.

Evernest Financial Advisors first reported a position in RSP in Q4 2021 and has held it in 11 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Evernest Financial Advisors held 114,053 shares of Invesco S&P 500 Equal Weight ETF worth $23M as of Q1 2026.
Evernest Financial Advisors bought 19,175 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.8M.
Invesco S&P 500 Equal Weight ETF made up 4.78% of Evernest Financial Advisors's portfolio in Q1 2026, its #5 holding.
Evernest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 11 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.