Grey Fox Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Grey Fox Wealth Advisors’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	$304K	Buy	1,463 +5	+0.3%	+$1.08K	0.05%	140
2026 Q2	$310K	Buy	1,458 +6	+0.4%	+$1.23K	0.05%	135
2026 Q1	$279K	Buy	1,452 +6	+0.4%	+$1.19K	0.05%	117
2025 Q4	$277K	Sell	1,446 -4	-0.3%	-$759	0.06%	112
2025 Q3	$275K	Buy	+1,450	New	+$270K	0.06%	117

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Grey Fox Wealth Advisors's RSP Position: Q3 2026 in Review

Grey Fox Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.34% in Q3 2026, buying an estimated $1.08K and bringing the position to 1,463 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #140.

Grey Fox Wealth Advisors first reported a position in RSP in Q3 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2026. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Grey Fox Wealth Advisors held 1,463 shares of Invesco S&P 500 Equal Weight ETF worth $304K as of Q3 2026.
Grey Fox Wealth Advisors bought 5 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.08K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Grey Fox Wealth Advisors's portfolio in Q3 2026, its #140 holding.
Grey Fox Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 5 quarters since.
Grey Fox Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $310K in Q2 2026.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.