Hofer & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Hofer & Associates’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	$755K	Buy	+3,629	New	+$784K	0.53%	44

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 19.14% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

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

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Hofer & Associates's RSP Position: Q3 2026 in Review

Hofer & Associates opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 3,629 shares worth $755K. The stake represents 0.53% of the portfolio and ranks #44 among its holdings.

778 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Hofer & Associates held 3,629 shares of Invesco S&P 500 Equal Weight ETF worth $755K as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new Hofer & Associates position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.53% of Hofer & Associates's portfolio in Q3 2026, its #44 holding.
778 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.