Hegarty Advisors
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Hegarty Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Hegarty 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 		$4.66M Buy
22,400
+1,623
+8% +$351K 2.88% 10
2026
Q2 		$4.42M Sell
20,777
-883
-4% -$181K 3.04% 10
2026
Q1 		$4.16M Sell
21,660
-4,359
-17% -$864K 3.28% 8
2025
Q4 		$4.98M Buy
+26,019
New +$4.94M 4.33% 6

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

Hegarty Advisors's RSP Position: Q3 2026 in Review

Hegarty Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.8% in Q3 2026, buying an estimated $351K and bringing the position to 22,400 shares worth $4.66M. The position accounts for 2.88% of the portfolio, ranked #10.

Hegarty Advisors first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.98M in Q4 2025. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Hegarty Advisors held 22,400 shares of Invesco S&P 500 Equal Weight ETF worth $4.66M as of Q3 2026.
  • Hegarty Advisors bought 1,623 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $351K.
  • Invesco S&P 500 Equal Weight ETF made up 2.88% of Hegarty Advisors's portfolio in Q3 2026, its #10 holding.
  • Hegarty Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4.98M in Q4 2025.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.