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

Global 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	$4.8M	Sell	23,096 -3,851	-14%	-$832K	2.61%	12
2026 Q2	$5.73M	Buy	26,947 +64	+0.2%	+$13.1K	2.92%	12
2026 Q1	$5.16M	Sell	26,883 -545	-2%	-$108K	2.81%	12
2025 Q4	$5.25M	Sell	27,428 -1,584	-5%	-$301K	2.83%	12
2025 Q3	$5.5M	Sell	29,012 -226	-0.8%	-$42.1K	2.89%	12
2025 Q2	$5.4M	Buy	29,238 +7,138	+32%	+$1.23M	2.96%	11
2025 Q1	$3.83M	Sell	22,100 -568	-3%	-$101K	2.21%	11
2024 Q4	$3.97M	Sell	22,668 -622	-3%	-$112K	2.54%	11
2024 Q3	$4.17M	Buy	+23,290	New	+$3.98M	2.82%	11

Other funds holding RSP

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 Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Global Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q3 2026, selling an estimated $832K and leaving 23,096 shares worth $4.8M. The position accounts for 2.61% of the portfolio, ranked #12.

Global Wealth Management first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.73M in Q2 2026. 650 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Global Wealth Management held 23,096 shares of Invesco S&P 500 Equal Weight ETF worth $4.8M as of Q3 2026.
Global Wealth Management sold 3,851 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $832K.
Invesco S&P 500 Equal Weight ETF made up 2.61% of Global Wealth Management's portfolio in Q3 2026, its #12 holding.
Global Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
Global Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $5.73M in Q2 2026.
650 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.