Financial Partners Group (Tennessee)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$335K	Buy	1,842 +21	+1%	+$3.63K	0.12%	77
2025 Q1	$315K	Buy	1,821 +7	+0.4%	+$1.25K	0.14%	70
2024 Q4	$318K	Sell	1,814 -19	-1%	-$3.44K	0.13%	79
2024 Q3	$328K	Sell	1,833 -70	-4%	-$12K	0.12%	83
2024 Q2	$313K	Sell	1,903 -100	-5%	-$16.4K	0.12%	84
2024 Q1	$339K	Sell	2,003 -257	-11%	-$41.3K	0.13%	81
2023 Q4	$357K	Sell	2,260 -50	-2%	-$7.26K	0.16%	69
2023 Q3	$327K	Sell	2,310 -60	-3%	-$8.96K	0.16%	70
2023 Q2	$355K	Sell	2,370 -3,438	-59%	-$495K	0.18%	63
2023 Q1	$840K	Buy	5,808 +877	+18%	+$128K	0.44%	48
2022 Q4	$696K	Buy	+4,931	New	+$690K	0.41%	47

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Partners Group (Tennessee)'s RSP Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q2 2025, buying an estimated $3.63K and bringing the position to 1,842 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #77.

Financial Partners Group (Tennessee) first reported a position in RSP in Q4 2022 and has held it in 11 quarters since. The position peaked at $840K in Q1 2023. 1,950 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Financial Partners Group (Tennessee) held 1,842 shares of Invesco S&P 500 Equal Weight ETF worth $335K as of Q2 2025.
Financial Partners Group (Tennessee) bought 21 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $3.63K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #77 holding.
Financial Partners Group (Tennessee) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Invesco S&P 500 Equal Weight ETF position peaked at $840K in Q1 2023.
1,950 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.