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Greystone Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Greystone Financial Group’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 		$910K Sell
4,276
-55
-1% -$11.3K 0.25% 54
2026
Q1 		$831K Buy
4,331
+3,102
+252% +$615K 0.24% 50
2025
Q4 		$235K Buy
+1,229
New +$233K 0.04% 95
2022
Q2 		– Sell
-11,525
Closed -$1.82M – 94
2022
Q1 		$1.82M Sell
11,525
-3,115
-21% -$486K 0.46% 41
2021
Q4 		$2.38M Buy
+14,640
New +$2.31M 0.57% 44

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Greystone Financial Group's RSP Position: Q2 2026 in Review

Greystone Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, selling an estimated $11.3K and leaving 4,276 shares worth $910K. The position accounts for 0.25% of the portfolio, ranked #54.

Greystone Financial Group first reported a position in RSP in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.38M in Q4 2021. 1,188 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Greystone Financial Group held 4,276 shares of Invesco S&P 500 Equal Weight ETF worth $910K as of Q2 2026.
  • Greystone Financial Group sold 55 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.25% of Greystone Financial Group's portfolio in Q2 2026, its #54 holding.
  • Greystone Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 5 quarters since.
  • Greystone Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.38M in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.