Forza Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Forza Wealth Management’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	$554K	Buy	2,662 +68	+3%	+$14.7K	0.16%	127
2026 Q2	$552K	Hold	2,594	–	–	0.17%	121
2026 Q1	$498K	Hold	2,594	–	–	0.17%	126
2025 Q4	$497K	Hold	2,594	–	–	0.18%	122
2025 Q3	$492K	Hold	2,594	–	–	0.19%	120
2025 Q2	$471K	Buy	+2,594	New	+$448K	0.19%	122

Other funds holding RSP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Forza Wealth Management's RSP Position: Q3 2026 in Review

Forza Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q3 2026, buying an estimated $14.7K and bringing the position to 2,662 shares worth $554K. The position accounts for 0.16% of the portfolio, ranked #127.

Forza Wealth Management first reported a position in RSP in Q2 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Forza Wealth Management held 2,662 shares of Invesco S&P 500 Equal Weight ETF worth $554K as of Q3 2026.
Forza Wealth Management bought 68 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $14.7K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Forza Wealth Management's portfolio in Q3 2026, its #127 holding.
Forza Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 6 quarters since.
659 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.