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

Financial Guidance 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 		$8.54M Buy
41,047
+3,525
+9% +$762K 3.06% 8
2026
Q2 		$7.98M Buy
37,522
+976
+3% +$200K 2.99% 8
2026
Q1 		$7.01M Buy
36,546
+599
+2% +$119K 2.82% 8
2025
Q4 		$6.89M Buy
35,947
+4,197
+13% +$797K 2.82% 8
2025
Q3 		$6.02M Buy
31,750
+2,851
+10% +$531K 2.7% 9
2025
Q2 		$5.25M Buy
28,899
+2,059
+8% +$355K 2.55% 9
2025
Q1 		$4.65M Buy
26,840
+2,274
+9% +$404K 2.51% 12
2024
Q4 		$4.3M Buy
24,566
+5,608
+30% +$1.01M 2.36% 12
2024
Q3 		$3.4M Buy
18,958
+5,357
+39% +$915K 1.98% 17
2024
Q2 		$2.23M Buy
+13,601
New +$2.24M 1.37% 20

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

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

Financial Guidance Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.4% in Q3 2026, buying an estimated $762K and bringing the position to 41,047 shares worth $8.54M. The position accounts for 3.06% of the portfolio, ranked #8.

Financial Guidance Group first reported a position in RSP in Q2 2024 and has held it in 10 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Financial Guidance Group held 41,047 shares of Invesco S&P 500 Equal Weight ETF worth $8.54M as of Q3 2026.
  • Financial Guidance Group bought 3,525 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $762K.
  • Invesco S&P 500 Equal Weight ETF made up 3.06% of Financial Guidance Group's portfolio in Q3 2026, its #8 holding.
  • Financial Guidance Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.