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 Q3	$912K	Buy	4,384 +108	+3%	+$23.3K	0.25%	49
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

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

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

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Greystone Financial Group's RSP Position: Q3 2026 in Review

Greystone Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q3 2026, buying an estimated $23.3K and bringing the position to 4,384 shares worth $912K. The position accounts for 0.25% of the portfolio, ranked #49.

Greystone Financial Group first reported a position in RSP in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.38M in Q4 2021. 1,855 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Greystone Financial Group held 4,384 shares of Invesco S&P 500 Equal Weight ETF worth $912K as of Q3 2026.
Greystone Financial Group bought 108 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $23.3K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Greystone Financial Group's portfolio in Q3 2026, its #49 holding.
Greystone Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 6 quarters since.
Greystone Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.38M in Q4 2021.
1,855 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.