Frank Rimerman Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Frank Rimerman 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	$11.6M	Sell	55,899 -175	-0.3%	-$37.8K	0.64%	23
2026 Q2	$11.9M	Sell	56,074 -1,301	-2%	-$266K	0.68%	24
2026 Q1	$11M	Sell	57,375 -1,918	-3%	-$380K	0.72%	19
2025 Q4	$11.4M	Buy	59,293 +2,483	+4%	+$471K	0.72%	18
2025 Q3	$10.8M	Sell	56,810 -97	-0.2%	-$18.1K	0.69%	18
2025 Q2	$10.3M	Sell	56,907 -1,219	-2%	-$210K	0.7%	19
2025 Q1	$10.1M	Sell	58,126 -4,755	-8%	-$846K	0.8%	17
2024 Q4	$11M	Buy	62,881 +3,645	+6%	+$659K	0.8%	18
2024 Q3	$10.6M	Buy	59,236 +782	+1%	+$134K	0.75%	19
2024 Q2	$9.6M	Buy	58,454 +1	+0%	+$164	0.68%	20
2024 Q1	$9.9M	Buy	58,453 +1,447	+3%	+$232K	1.91%	11
2023 Q4	$9M	Buy	57,006 +1,612	+3%	+$234K	1.88%	11
2023 Q3	$7.85M	Buy	55,394 +7,175	+15%	+$1.07M	1.9%	11
2023 Q2	$7.22M	Buy	48,219 +2,130	+5%	+$307K	1.72%	12
2023 Q1	$6.67M	Buy	46,089 +10,301	+29%	+$1.51M	1.84%	11
2022 Q4	$5.06M	Sell	35,788 -679	-2%	-$95K	1.57%	15
2022 Q3	$4.64M	Buy	36,467 +11	+0%	+$1.55K	1.67%	15
2022 Q2	$4.89M	Sell	36,456 -3,805	-9%	-$557K	1.87%	15
2022 Q1	$6.35M	Sell	40,261 -77	-0.2%	-$12K	2.03%	10
2021 Q4	$6.56M	Buy	40,338 +3,578	+10%	+$565K	2.2%	9
2021 Q3	$5.51M	Buy	36,760 +141	+0.4%	+$21.6K	2.13%	10
2021 Q2	$5.52M	Buy	36,619 +4,102	+13%	+$611K	2.16%	9
2021 Q1	$4.61M	Buy	32,517 +1,123	+4%	+$152K	2.04%	9
2020 Q4	$4M	Buy	+31,394	New	+$3.73M	1.81%	12

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

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

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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

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

Frank Rimerman Advisors's RSP Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.31% in Q3 2026, selling an estimated $37.8K and leaving 55,899 shares worth $11.6M. The position accounts for 0.64% of the portfolio, ranked #23.

Frank Rimerman Advisors first reported a position in RSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.9M in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Frank Rimerman Advisors held 55,899 shares of Invesco S&P 500 Equal Weight ETF worth $11.6M as of Q3 2026.
Frank Rimerman Advisors sold 175 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $37.8K.
Invesco S&P 500 Equal Weight ETF made up 0.64% of Frank Rimerman Advisors's portfolio in Q3 2026, its #23 holding.
Frank Rimerman Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 24 quarters since.
Frank Rimerman Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $11.9M in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.