Gimbal Financial
RSP icon

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

Gimbal Financial’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 		$325K Buy
1,561
+40
+3% +$8.64K 0.19% 38
2026
Q2 		$324K Buy
+1,521
New +$311K 0.2% 35
2025
Q3 		$290K Buy
1,530
+109
+8% +$20.3K 0.17% 39
2025
Q2 		$258K Buy
+1,421
New +$245K 0.16% 41

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
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 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

Gimbal Financial's RSP Position: Q3 2026 in Review

Gimbal Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q3 2026, buying an estimated $8.64K and bringing the position to 1,561 shares worth $325K. The position accounts for 0.19% of the portfolio, ranked #38.

Gimbal Financial first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 1,506 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Gimbal Financial held 1,561 shares of Invesco S&P 500 Equal Weight ETF worth $325K as of Q3 2026.
  • Gimbal Financial bought 40 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $8.64K.
  • Invesco S&P 500 Equal Weight ETF made up 0.19% of Gimbal Financial's portfolio in Q3 2026, its #38 holding.
  • Gimbal Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.