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Financial Synergies Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Financial Synergies Wealth Advisors’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 		$206K Buy
+968
New +$198K 0.02% 112

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Financial Synergies Wealth Advisors's RSP Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 968 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings.

1,012 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Financial Synergies Wealth Advisors held 968 shares of Invesco S&P 500 Equal Weight ETF worth $206K as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Financial Synergies Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • 1,012 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.