Financial Services Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Financial Services Advisory’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	$20.3M	Buy	97,460 +8,737	+10%	+$1.89M	5.5%	5
2026 Q2	$18.9M	Buy	88,723 +22,103	+33%	+$4.52M	4.73%	5
2026 Q1	$12.8M	Buy	+66,620	New	+$13.2M	6.08%	4
2025 Q2	–	Sell	-69,344	Closed	-$12M	–	61
2025 Q1	$12M	Sell	69,344 -1,056	-2%	-$188K	4.54%	10
2024 Q4	$12.3M	Sell	70,400 -974	-1%	-$176K	2.89%	13
2024 Q3	$12.8M	Buy	71,374 +596	+0.8%	+$102K	3.09%	12
2024 Q2	$11.6M	Sell	70,778 -72,130	-50%	-$11.9M	3.18%	14
2024 Q1	$24.2M	Buy	+142,908	New	+$22.9M	6.02%	5
2022 Q2	–	Sell	-13,728	Closed	-$2.16M	–	25
2022 Q1	$2.16M	Sell	13,728 -31,600	-70%	-$4.93M	3.36%	6
2021 Q4	$7.38M	Buy	+45,328	New	+$7.16M	2.35%	13
2021 Q3	–	Sell	-7,424	Closed	-$1.12M	–	56
2021 Q2	$1.12M	Buy	+7,424	New	+$1.11M	0.48%	26
2020 Q3	–	Sell	-108,081	Closed	-$11M	–	26
2020 Q2	$11M	Buy	+108,081	New	+$10.4M	5.58%	9
2020 Q1	–	Sell	-131,740	Closed	-$15.2M	–	26
2019 Q4	$15.2M	Sell	131,740 -2,780	-2%	-$309K	6.3%	5
2019 Q3	$14.5M	Buy	134,520 +44,330	+49%	+$4.76M	9.63%	3
2019 Q2	$9.7M	Sell	90,190 -49,350	-35%	-$5.22M	6.34%	5
2019 Q1	$14.6M	Buy	+139,540	New	+$14.1M	12.56%	2
2018 Q4	–	Sell	-112,631	Closed	-$12M	–	13
2018 Q3	$12M	Buy	112,631 +85,876	+321%	+$9.08M	8.03%	6
2018 Q2	$2.73M	Buy	+26,755	New	+$2.71M	2.36%	11
2018 Q1	–	Sell	-86,887	Closed	-$8.78M	–	27
2017 Q4	$8.78M	Buy	+86,887	New	+$8.53M	6.46%	5

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Financial Services Advisory's RSP Position: Q3 2026 in Review

Financial Services Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.8% in Q3 2026, buying an estimated $1.89M and bringing the position to 97,460 shares worth $20.3M. The position accounts for 5.5% of the portfolio, ranked #5.

Financial Services Advisory first reported a position in RSP in Q4 2017 and has held it in 19 quarters since. The position peaked at $24.2M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Financial Services Advisory held 97,460 shares of Invesco S&P 500 Equal Weight ETF worth $20.3M as of Q3 2026.
Financial Services Advisory bought 8,737 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.89M.
Invesco S&P 500 Equal Weight ETF made up 5.5% of Financial Services Advisory's portfolio in Q3 2026, its #5 holding.
Financial Services Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 19 quarters since.
Financial Services Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $24.2M in Q1 2024.
1,404 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Financial Services Advisory's 13F filing for Q3 2026, filed 26 Oct 2026.