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Gilpin Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gilpin 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
Q3 		$104K Hold
500
– – 0.07% 188
2026
Q2 		$106K Hold
500
– – 0.07% 177
2026
Q1 		$96K Sell
500
-20
-4% -$3.96K 0.08% 170
2025
Q4 		$99.6K Buy
+520
New +$98.7K 0.08% 158

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's RSP Position: Q3 2026 in Review

Gilpin Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 500 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #188.

Gilpin Wealth Management first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $106K in Q2 2026. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Gilpin Wealth Management held 500 shares of Invesco S&P 500 Equal Weight ETF worth $104K as of Q3 2026.
  • Gilpin Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Gilpin Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $106K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.