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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Forza Wealth Management's RSP Position: Q2 2026 in Review

Forza Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,594 shares worth $552K. The position accounts for 0.17% of the portfolio, ranked #121.

Forza Wealth Management first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Forza Wealth Management held 2,594 shares of Invesco S&P 500 Equal Weight ETF worth $552K as of Q2 2026.
Forza Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #121 holding.
Forza Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.