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 Q3	$8.66M	Buy	41,116 +1,028	+3%	+$222K	0.99%	36
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 $6.58B AUM 23.57% 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 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Financial Enhancement Group's RSP Position: Q3 2026 in Review

Financial Enhancement Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q3 2026, buying an estimated $222K and bringing the position to 41,116 shares worth $8.66M. The position accounts for 0.99% of the portfolio, ranked #36.

Financial Enhancement Group first reported a position in RSP in Q4 2022 and has held it in 12 quarters since. The position peaked at $21.1M in Q2 2024. 364 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Financial Enhancement Group held 41,116 shares of Invesco S&P 500 Equal Weight ETF worth $8.66M as of Q3 2026.
Financial Enhancement Group bought 1,028 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $222K.
Invesco S&P 500 Equal Weight ETF made up 0.99% of Financial Enhancement Group's portfolio in Q3 2026, its #36 holding.
Financial Enhancement Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 12 quarters since.
Financial Enhancement Group's Invesco S&P 500 Equal Weight ETF position peaked at $21.1M in Q2 2024.
364 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.