High Point Wealth Management
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High Point Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

High Point Wealth 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 		$1.15M Buy
5,535
+241
+5% +$52.1K 0.91% 31
2026
Q2 		$1.13M Buy
5,294
+11
+0.2% +$2.25K 0.92% 29
2026
Q1 		$1.01M Sell
5,283
-737
-12% -$146K 0.98% 28
2025
Q4 		$1.15M Buy
+6,020
New +$1.14M 1.08% 23

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

High Point Wealth Management's RSP Position: Q3 2026 in Review

High Point Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.6% in Q3 2026, buying an estimated $52.1K and bringing the position to 5,535 shares worth $1.15M. The position accounts for 0.91% of the portfolio, ranked #31.

High Point Wealth Management first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 1,469 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • High Point Wealth Management held 5,535 shares of Invesco S&P 500 Equal Weight ETF worth $1.15M as of Q3 2026.
  • High Point Wealth Management bought 241 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $52.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.91% of High Point Wealth Management's portfolio in Q3 2026, its #31 holding.
  • High Point Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.15M in Q4 2025.
  • 1,469 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.