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

Financial Enhancement 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	$8.53M	Buy	40,088 +10,856	+37%	+$2.22M	1.02%	36
2026 Q1	$5.94M	Buy	29,232 +11,310	+63%	+$2.24M	0.74%	46
2025 Q4	$3.57M	Sell	17,922 -221	-1%	-$42K	0.46%	55
2025 Q3	$3.46M	Sell	18,143 -689	-4%	-$128K	0.47%	53
2025 Q2	$3.47M	Sell	18,832 -177	-0.9%	-$30.6K	0.5%	49
2025 Q1	$3.1M	Sell	19,009 -32,628	-63%	-$5.8M	0.48%	53
2024 Q4	$9.02M	Sell	51,637 -1,078	-2%	-$195K	1.38%	30
2024 Q3	$7.4M	Sell	52,715 -71,654	-58%	-$12.2M	1.44%	21
2024 Q2	$21.1M	Buy	+124,369	New	+$20.5M	3.4%	6
2023 Q2	–	Sell	-52,715	Closed	-$7.4M	–	127
2023 Q1	$7.4M	Buy	52,715 +63	+0.1%	+$9.22K	1.44%	21
2022 Q4	$8M	Buy	+52,652	New	+$7.36M	1.53%	20

Other funds holding RSP

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 $59.6B 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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return