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 Q3	$307K	Buy	1,478 +23	+2%	+$4.97K	0.16%	28
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Financial Designs's RSP Position: Q3 2026 in Review

Financial Designs increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q3 2026, buying an estimated $4.97K and bringing the position to 1,478 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #28.

Financial Designs first reported a position in RSP in Q3 2023 and has held it in 5 quarters since. The position peaked at $310K in Q2 2026. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Financial Designs held 1,478 shares of Invesco S&P 500 Equal Weight ETF worth $307K as of Q3 2026.
Financial Designs bought 23 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $4.97K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Financial Designs's portfolio in Q3 2026, its #28 holding.
Financial Designs first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 5 quarters since.
Financial Designs's Invesco S&P 500 Equal Weight ETF position peaked at $310K in Q2 2026.
1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.