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

Financial Designs’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	$310K	Hold	1,455	–	–	0.17%	31
2026 Q1	$279K	Buy	+1,455	New	+$288K	0.16%	31
2025 Q3	–	Sell	-1,455	Closed	-$264K	–	33
2025 Q2	$264K	Buy	+1,455	New	+$251K	0.16%	31
2023 Q4	–	Sell	-1,455	Closed	-$206K	–	20
2023 Q3	$206K	Buy	+1,455	New	+$217K	0.16%	26

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Designs's RSP Position: Q2 2026 in Review

Financial Designs held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,455 shares worth $310K. The position accounts for 0.17% of the portfolio, ranked #31.

Financial Designs first reported a position in RSP in Q3 2023 and has held it in 4 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Financial Designs held 1,455 shares of Invesco S&P 500 Equal Weight ETF worth $310K as of Q2 2026.
Financial Designs left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Financial Designs's portfolio in Q2 2026, its #31 holding.
Financial Designs first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 4 quarters since.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.