Harbor Asset Planning
RSP icon

Harbor Asset Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Harbor Asset Planning’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 		$79K Buy
379
+13
+4% +$2.81K 0.06% 166
2026
Q2 		$77.9K Buy
366
+1
+0.3% +$205 0.06% 171
2026
Q1 		$70.1K Buy
365
+1
+0.3% +$198 0.06% 173
2025
Q4 		$69.7K Buy
+364
New +$69.1K 0.06% 165

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Harbor Asset Planning's RSP Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.6% in Q3 2026, buying an estimated $2.81K and bringing the position to 379 shares worth $79K. The position accounts for 0.06% of the portfolio, ranked #166.

Harbor Asset Planning first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Harbor Asset Planning held 379 shares of Invesco S&P 500 Equal Weight ETF worth $79K as of Q3 2026.
  • Harbor Asset Planning bought 13 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $2.81K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #166 holding.
  • Harbor Asset Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.