Global Financial Private Client
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Global Financial Private Client’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Global Financial Private Client’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 		$4.45M Buy
21,386
+636
+3% +$137K 1.23% 17
2026
Q2 		$4.41M Buy
20,750
+1,591
+8% +$326K 1.2% 18
2026
Q1 		$3.68M Buy
19,159
+1,633
+9% +$324K 1.2% 15
2025
Q4 		$3.36M Buy
17,526
+64
+0.4% +$12.1K 1.18% 16
2025
Q3 		$3.31M Sell
17,462
-604
-3% -$113K 1.18% 12
2025
Q2 		$3.28M Buy
18,066
+1,344
+8% +$232K 1.23% 12
2025
Q1 		$2.9M Buy
16,722
+144
+0.9% +$25.6K 1.11% 10
2024
Q4 		$2.9M Buy
16,578
+56
+0.3% +$10.1K 1.09% 12
2024
Q3 		$2.96M Buy
16,522
+7
+0% +$1.2K 1.15% 13
2024
Q2 		$2.71M Sell
16,515
-1,101
-6% -$181K 1.13% 13
2024
Q1 		$2.97M Buy
17,616
+887
+5% +$142K 1.28% 11
2023
Q4 		$2.64M Sell
16,729
-162
-1% -$23.5K 1.24% 13
2023
Q3 		$2.37M Sell
16,891
-50
-0.3% -$7.47K 1.22% 14
2023
Q2 		$2.54M Sell
16,941
-1,105
-6% -$159K 1.25% 15
2023
Q1 		$2.61M Sell
18,046
-2,052
-10% -$300K 1.35% 14
2022
Q4 		$2.84M Buy
20,098
+19,245
+2,256% +$2.69M 1.59% 14
2022
Q3 		$112K Hold
853
– – 0.06% 189
2022
Q2 		$116K Hold
853
– – 0.07% 174
2022
Q1 		$135K Hold
853
– – 0.07% 167
2021
Q4 		$139K Hold
853
– – 0.07% 169
2021
Q3 		$130K Hold
853
– – 0.07% 166
2021
Q2 		$129K Hold
853
– – 0.07% 152
2021
Q1 		$122K Hold
853
– – 0.09% 136
2020
Q4 		$109K Hold
853
– – 0.09% 128
2020
Q3 		$92.6K Sell
853
-453
-35% -$48.9K 0.08% 141
2020
Q2 		$133K Sell
1,306
-2,244
-63% -$216K 0.12% 134
2020
Q1 		$284K Sell
3,550
-315
-8% -$33.5K 0.3% 78
2019
Q4 		$447K Buy
+3,865
New +$429K 0.37% 65

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
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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Global Financial Private Client's RSP Position: Q3 2026 in Review

Global Financial Private Client increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q3 2026, buying an estimated $137K and bringing the position to 21,386 shares worth $4.45M. The position accounts for 1.23% of the portfolio, ranked #17.

Global Financial Private Client first reported a position in RSP in Q4 2019 and has held it in 28 quarters since. 1,445 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Global Financial Private Client held 21,386 shares of Invesco S&P 500 Equal Weight ETF worth $4.45M as of Q3 2026.
  • Global Financial Private Client bought 636 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $137K.
  • Invesco S&P 500 Equal Weight ETF made up 1.23% of Global Financial Private Client's portfolio in Q3 2026, its #17 holding.
  • Global Financial Private Client first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.