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 Q3	$43.5K	Sell	209 -11,204	-98%	-$2.42M	0.01%	239
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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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 19.14% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

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

GoalVest Advisory's RSP Position: Q3 2026 in Review

GoalVest Advisory reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 98% in Q3 2026, selling an estimated $2.42M and leaving 209 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #239.

GoalVest Advisory first reported a position in RSP in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.91M in Q1 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

GoalVest Advisory held 209 shares of Invesco S&P 500 Equal Weight ETF worth $43.5K as of Q3 2026.
GoalVest Advisory sold 11,204 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $2.42M.
Invesco S&P 500 Equal Weight ETF made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #239 holding.
GoalVest Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 7 quarters since.
GoalVest Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $3.91M in Q1 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.