Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Galvin Gaustad & Stein’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 		$539K Buy
2,593
+45
+2% +$9.7K 0.04% 160
2026
Q2 		$542K Sell
2,548
-14
-0.5% -$2.86K 0.04% 174
2026
Q1 		$492K Buy
2,562
+24
+0.9% +$4.76K 0.04% 171
2025
Q4 		$486K Buy
2,538
+815
+47% +$155K 0.04% 167
2025
Q3 		$327K Buy
1,723
+5
+0.3% +$932 0.03% 163
2025
Q2 		$312K Buy
1,718
+5
+0.3% +$863 0.03% 159
2025
Q1 		$297K Buy
1,713
+5
+0.3% +$889 0.03% 158
2024
Q4 		$299K Buy
1,708
+4
+0.2% +$723 0.03% 155
2024
Q3 		$305K Sell
1,704
-1,227
-42% -$210K 0.03% 148
2024
Q2 		$482K Sell
2,931
-143
-5% -$23.5K 0.04% 127
2024
Q1 		$521K Buy
3,074
+558
+22% +$89.6K 0.05% 126
2023
Q4 		$397K Buy
2,516
+8
+0.3% +$1.16K 0.04% 138
2023
Q3 		$355K Buy
2,508
+338
+16% +$50.5K 0.04% 140
2023
Q2 		$325K Buy
+2,170
New +$313K 0.03% 140
2021
Q3 		– Sell
-1,547
Closed -$233K – 190
2021
Q2 		$233K Hold
1,547
– – 0.02% 177
2021
Q1 		$219K Buy
+1,547
New +$209K 0.02% 181

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Galvin Gaustad & Stein's RSP Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,593 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #160.

Galvin Gaustad & Stein first reported a position in RSP in Q1 2021 and has held it in 16 quarters since. The position peaked at $542K in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Galvin Gaustad & Stein held 2,593 shares of Invesco S&P 500 Equal Weight ETF worth $539K as of Q3 2026.
  • Galvin Gaustad & Stein bought 45 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $9.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #160 holding.
  • Galvin Gaustad & Stein first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 16 quarters since.
  • Galvin Gaustad & Stein's Invesco S&P 500 Equal Weight ETF position peaked at $542K in Q2 2026.
  • 806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.