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Genesis Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Genesis Private Wealth’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 		$5.98M Buy
28,110
+1,487
+6% +$304K 1.68% 21
2026
Q1 		$5.11M Sell
26,623
-90
-0.3% -$17.8K 1.61% 22
2025
Q4 		$5.12M Buy
26,713
+1,398
+6% +$265K 1.59% 23
2025
Q3 		$4.8M Buy
25,315
+228
+0.9% +$42.5K 2.02% 18
2025
Q2 		$4.56M Buy
25,087
+895
+4% +$154K 2.15% 17
2025
Q1 		$4.19M Buy
24,192
+1,426
+6% +$254K 2.22% 16
2024
Q4 		$3.99M Buy
+22,766
New +$4.12M 2.2% 15

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Genesis Private Wealth's RSP Position: Q2 2026 in Review

Genesis Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q2 2026, buying an estimated $304K and bringing the position to 28,110 shares worth $5.98M. The position accounts for 1.68% of the portfolio, ranked #21.

Genesis Private Wealth first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Genesis Private Wealth held 28,110 shares of Invesco S&P 500 Equal Weight ETF worth $5.98M as of Q2 2026.
  • Genesis Private Wealth bought 1,487 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $304K.
  • Invesco S&P 500 Equal Weight ETF made up 1.68% of Genesis Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Genesis Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
  • 515 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.