Harmony Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Harmony Asset Management’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	$742K	Hold	3,569	–	–	0.19%	102
2026 Q2	$759K	Sell	3,569 -160	-4%	-$32.7K	0.2%	101
2026 Q1	$716K	Hold	3,729	–	–	0.22%	102
2025 Q4	$714K	Sell	3,729 -776	-17%	-$147K	0.24%	96
2025 Q3	$855K	Sell	4,505 -2	-0%	-$373	0.29%	85
2025 Q2	$819K	Sell	4,507 -135	-3%	-$23.3K	0.31%	82
2025 Q1	$804K	Sell	4,642 -110	-2%	-$19.6K	0.34%	76
2024 Q4	$833K	Sell	4,752 -183	-4%	-$33.1K	0.33%	73
2024 Q3	$884K	Buy	4,935 +208	+4%	+$35.5K	0.33%	67
2024 Q2	$777K	Sell	4,727 -662	-12%	-$109K	0.33%	68
2024 Q1	$913K	Sell	5,389 -202	-4%	-$32.4K	0.38%	70
2023 Q4	$882K	Buy	+5,591	New	+$812K	0.37%	71

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

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 19.15% 1-Year Est. Return

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

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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Harmony Asset Management's RSP Position: Q3 2026 in Review

Harmony Asset Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 3,569 shares worth $742K. The position accounts for 0.19% of the portfolio, ranked #102.

Harmony Asset Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $913K in Q1 2024. 659 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Harmony Asset Management held 3,569 shares of Invesco S&P 500 Equal Weight ETF worth $742K as of Q3 2026.
Harmony Asset Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.19% of Harmony Asset Management's portfolio in Q3 2026, its #102 holding.
Harmony Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Harmony Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $913K in Q1 2024.
659 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.