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

Forvis Mazars 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 Q3	$16.7M	Buy	80,201 +936	+1%	+$202K	0.27%	42
2026 Q2	$16.9M	Sell	79,265 -2,517	-3%	-$515K	0.28%	46
2026 Q1	$15.7M	Sell	81,782 -3,427	-4%	-$679K	0.3%	44
2025 Q4	$16.3M	Sell	85,209 -4,100	-5%	-$778K	0.31%	42
2025 Q3	$16.9M	Sell	89,309 -7,662	-8%	-$1.43M	0.34%	41
2025 Q2	$17.6M	Sell	96,971 -9,134	-9%	-$1.58M	0.38%	40
2025 Q1	$18.4M	Sell	106,105 -8,005	-7%	-$1.42M	0.44%	39
2024 Q4	$20M	Sell	114,110 -17,223	-13%	-$3.11M	0.46%	37
2024 Q3	$23.5M	Sell	131,333 -15,733	-11%	-$2.69M	0.54%	32
2024 Q2	$24.2M	Sell	147,066 -7,953	-5%	-$1.31M	0.6%	30
2024 Q1	$26.3M	Sell	155,019 -114,335	-42%	-$18.4M	0.67%	28
2023 Q4	$42.5M	Buy	269,354 +16,760	+7%	+$2.43M	1.18%	19
2023 Q3	$35.8M	Buy	252,594 +149,941	+146%	+$22.4M	1.08%	20
2023 Q2	$15.4M	Buy	102,653 +100,828	+5,525%	+$14.5M	0.45%	38
2023 Q1	$264K	Buy	1,825 +200	+12%	+$29.3K	0.01%	357
2022 Q4	$230K	Buy	+1,625	New	+$227K	0.01%	360
2022 Q3	–	Sell	-1,497	Closed	-$201K	–	396
2022 Q2	$201K	Buy	+1,497	New	+$219K	0.01%	381
2022 Q1	–	Sell	-1,310	Closed	-$213K	–	307
2021 Q4	$213K	Buy	+1,310	New	+$207K	0.01%	277

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

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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 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 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Forvis Mazars Wealth Advisors's RSP Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q3 2026, buying an estimated $202K and bringing the position to 80,201 shares worth $16.7M. The position accounts for 0.27% of the portfolio, ranked #42.

Forvis Mazars Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.5M in Q4 2023. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Forvis Mazars Wealth Advisors held 80,201 shares of Invesco S&P 500 Equal Weight ETF worth $16.7M as of Q3 2026.
Forvis Mazars Wealth Advisors bought 936 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $202K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $42.5M in Q4 2023.
1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.