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

HHM Wealth 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 Q2	$1.35M	Buy	6,365 +90	+1%	+$18.4K	0.14%	62
2026 Q1	$1.2M	Buy	6,275 +37	+0.6%	+$7.33K	0.14%	63
2025 Q4	$1.19M	Hold	6,238	–	–	0.14%	62
2025 Q3	$1.18M	Sell	6,238 -15	-0.2%	-$2.79K	0.14%	65
2025 Q2	$1.14M	Hold	6,253	–	–	0.14%	63
2025 Q1	$1.08M	Buy	6,253 +7	+0.1%	+$1.25K	0.15%	64
2024 Q4	$1.09M	Hold	6,246	–	–	0.15%	65
2024 Q3	$1.12M	Sell	6,246 -350	-5%	-$59.8K	0.16%	58
2024 Q2	$1.08M	Sell	6,596 -100	-1%	-$16.4K	0.16%	56
2024 Q1	$1.13M	Hold	6,696	–	–	0.19%	55
2023 Q4	$1.06M	Sell	6,696 -740	-10%	-$108K	0.18%	49
2023 Q3	$1.05M	Hold	7,436	–	–	0.21%	41
2023 Q2	$1.11M	Buy	7,436 +260	+4%	+$37.5K	0.21%	38
2023 Q1	$1.04M	Sell	7,176 -700	-9%	-$103K	0.21%	36
2022 Q4	$1.11M	Hold	7,876	–	–	0.25%	34
2022 Q3	$1M	Sell	7,876 -500	-6%	-$70.5K	0.26%	30
2022 Q2	$1.12M	Hold	8,376	–	–	0.29%	31
2022 Q1	$1.32M	Sell	8,376 -500	-6%	-$78K	0.31%	31
2021 Q4	$1.45M	Hold	8,876	–	–	0.35%	27
2021 Q3	$1.33M	Sell	8,876 -670	-7%	-$103K	0.36%	26
2021 Q2	$1.44M	Hold	9,546	–	–	0.39%	25
2021 Q1	$1.35M	Buy	9,546 +500	+6%	+$67.5K	0.42%	24
2020 Q4	$1.15M	Hold	9,046	–	–	0.4%	24
2020 Q3	$978K	Hold	9,046	–	–	0.39%	24
2020 Q2	$921K	Hold	9,046	–	–	0.38%	24
2020 Q1	$760K	Sell	9,046 -1,265	-12%	-$134K	0.37%	27
2019 Q4	$1.19M	Buy	10,311 +2,080	+25%	+$231K	0.57%	22
2019 Q3	$890K	Hold	8,231	–	–	0.51%	25
2019 Q2	$887K	Hold	8,231	–	–	0.52%	23
2019 Q1	$860K	Sell	8,231 -533	-6%	-$53.8K	0.55%	21
2018 Q4	$801K	Buy	+8,764	New	+$868K	0.59%	20

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

HHM Wealth Advisors's RSP Position: Q2 2026 in Review

HHM Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, buying an estimated $18.4K and bringing the position to 6,365 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #62.

HHM Wealth Advisors first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2021. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HHM Wealth Advisors held 6,365 shares of Invesco S&P 500 Equal Weight ETF worth $1.35M as of Q2 2026.
HHM Wealth Advisors bought 90 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $18.4K.
Invesco S&P 500 Equal Weight ETF made up 0.14% of HHM Wealth Advisors's portfolio in Q2 2026, its #62 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.45M in Q4 2021.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.