GoalVest Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

GoalVest Advisory’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	$2.43M	Sell	11,413 -8,977	-44%	-$1.84M	0.45%	33
2026 Q1	$3.91M	Buy	20,390 +20,201	+10,688%	+$4M	0.76%	22
2025 Q4	$36.2K	Hold	189	–	–	0.01%	271
2025 Q3	$35.9K	Hold	189	–	–	0.01%	244
2025 Q2	$34.3K	Buy	+189	New	+$32.6K	0.01%	233
2021 Q1	–	Sell	-4	Closed	-$1K	–	218
2020 Q4	$1K	Buy	+4	New	+$476	﹤0.01%	199

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

GoalVest Advisory's RSP Position: Q2 2026 in Review

GoalVest Advisory reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 44% in Q2 2026, selling an estimated $1.84M and leaving 11,413 shares worth $2.43M. The position accounts for 0.45% of the portfolio, ranked #33.

GoalVest Advisory first reported a position in RSP in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.91M in Q1 2026. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

GoalVest Advisory held 11,413 shares of Invesco S&P 500 Equal Weight ETF worth $2.43M as of Q2 2026.
GoalVest Advisory sold 8,977 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.84M.
Invesco S&P 500 Equal Weight ETF made up 0.45% of GoalVest Advisory's portfolio in Q2 2026, its #33 holding.
GoalVest Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 6 quarters since.
GoalVest Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $3.91M in Q1 2026.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.