Founders Financial Securities
RSP icon

Founders Financial Securities’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Founders Financial Securities’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 		$4.74M Sell
22,765
-3,532
-13% -$763K 0.23% 80
2026
Q2 		$5.6M Sell
26,297
-3,245
-11% -$664K 0.29% 69
2026
Q1 		$5.85M Buy
29,542
+6,513
+28% +$1.29M 0.33% 64
2025
Q4 		$4.41M Buy
23,029
+241
+1% +$45.7K 0.26% 76
2025
Q3 		$4.32M Sell
22,788
-16,229
-42% -$3.02M 0.29% 72
2025
Q2 		$7.09M Buy
39,017
+3,425
+10% +$591K 0.54% 40
2025
Q1 		$5.98M Buy
35,592
+11,007
+45% +$1.96M 0.51% 41
2024
Q4 		$4.31M Buy
24,585
+4,953
+25% +$896K 0.39% 60
2024
Q3 		$3.52M Buy
19,632
+18,196
+1,267% +$3.11M 0.32% 70
2024
Q2 		$236K Sell
1,436
-14,149
-91% -$2.33M 0.02% 384
2024
Q1 		$2.64M Buy
+15,585
New +$2.5M 0.28% 73
2023
Q4 		– Sell
-27,220
Closed -$3.86M – 384
2023
Q3 		$3.86M Buy
27,220
+10,882
+67% +$1.63M 0.5% 54
2023
Q2 		$2.44M Buy
16,338
+290
+2% +$41.8K 0.32% 69
2023
Q1 		$2.32M Sell
16,048
-14,574
-48% -$2.13M 0.33% 68
2022
Q4 		$4.33M Buy
30,622
+13,596
+80% +$1.9M 0.68% 34
2022
Q3 		$2.17M Sell
17,026
-24,651
-59% -$3.48M 0.38% 58
2022
Q2 		$5.59M Sell
41,677
-3,253
-7% -$476K 1.09% 20
2022
Q1 		$7.09M Buy
44,930
+13,390
+42% +$2.09M 1.26% 15
2021
Q4 		$5.13M Sell
31,540
-8,254
-21% -$1.3M 0.92% 20
2021
Q3 		$5.96M Sell
39,794
-13,664
-26% -$2.09M 1.2% 17
2021
Q2 		$8.06M Sell
53,458
-10,740
-17% -$1.6M 1.6% 12
2021
Q1 		$9.09M Buy
64,198
+21,201
+49% +$2.86M 2.1% 11
2020
Q4 		$5.48M Buy
42,997
+8,263
+24% +$983K 1.31% 20
2020
Q3 		$3.76M Sell
34,734
-4,500
-11% -$486K 1.2% 22
2020
Q2 		$3.99M Buy
39,234
+22,302
+132% +$2.15M 1.29% 20
2020
Q1 		$1.42M Buy
16,932
+6,404
+61% +$680K 0.53% 24
2019
Q4 		$1.22M Buy
10,528
+1,685
+19% +$187K 0.41% 48
2019
Q3 		$956K Sell
8,843
-38,512
-81% -$4.13M 0.3% 65
2019
Q2 		$5.1M Sell
47,355
-16,179
-25% -$1.71M 1.68% 20
2019
Q1 		$6.64M Buy
63,534
+39,416
+163% +$3.98M 2.1% 16
2018
Q4 		$2.2M Sell
24,118
-179,784
-88% -$17.8M 0.8% 27
2018
Q3 		$21.8M Buy
+203,902
New +$21.5M 6.05% 2

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Founders Financial Securities's RSP Position: Q3 2026 in Review

Founders Financial Securities reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q3 2026, selling an estimated $763K and leaving 22,765 shares worth $4.74M. The position accounts for 0.23% of the portfolio, ranked #80.

Founders Financial Securities first reported a position in RSP in Q3 2018 and has held it in 32 quarters since. The position peaked at $21.8M in Q3 2018. 1,480 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Founders Financial Securities held 22,765 shares of Invesco S&P 500 Equal Weight ETF worth $4.74M as of Q3 2026.
  • Founders Financial Securities sold 3,532 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $763K.
  • Invesco S&P 500 Equal Weight ETF made up 0.23% of Founders Financial Securities's portfolio in Q3 2026, its #80 holding.
  • Founders Financial Securities first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and has held it in 32 quarters since.
  • Founders Financial Securities's Invesco S&P 500 Equal Weight ETF position peaked at $21.8M in Q3 2018.
  • 1,480 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.