Howard Financial Services
RSP icon

Howard Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Howard Financial Services’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 		$37.6M Buy
180,533
+1,222
+0.7% +$264K 3.94% 6
2026
Q2 		$38.2M Sell
179,311
-13,000
-7% -$2.66M 4.11% 5
2026
Q1 		$36.9M Buy
192,311
+672
+0.4% +$133K 4.16% 4
2025
Q4 		$36.7M Sell
191,639
-4,763
-2% -$904K 4.29% 5
2025
Q3 		$37.3M Sell
196,402
-2,343
-1% -$437K 4.56% 5
2025
Q2 		$36.1M Sell
198,745
-786
-0.4% -$136K 4.75% 5
2025
Q1 		$34.6M Sell
199,531
-3,928
-2% -$698K 4.71% 5
2024
Q4 		$35.7M Sell
203,459
-636
-0.3% -$115K 4.85% 4
2024
Q3 		$36.6M Sell
204,095
-2,693
-1% -$460K 5.28% 3
2024
Q2 		$34M Sell
206,788
-19,386
-9% -$3.19M 5.57% 3
2024
Q1 		$38.3M Sell
226,174
-11,673
-5% -$1.87M 6.6% 3
2023
Q4 		$37.5M Sell
237,847
-46,396
-16% -$6.74M 7.24% 3
2023
Q3 		$40.3M Sell
284,243
-2,877
-1% -$430K 9.23% 3
2023
Q2 		$43M Sell
287,120
-15,903
-5% -$2.29M 10.25% 3
2023
Q1 		$43.8M Buy
303,023
+3,657
+1% +$536K 10.68% 2
2022
Q4 		$42.3M Sell
299,366
-1,527
-0.5% -$214K 11.11% 2
2022
Q3 		$38.3M Sell
300,893
-3,423
-1% -$483K 12.41% 3
2022
Q2 		$40.8M Buy
304,316
+4,844
+2% +$709K 13.87% 3
2022
Q1 		$47.2M Buy
299,472
+22,468
+8% +$3.5M 13.99% 3
2021
Q4 		$45.1M Buy
277,004
+17,926
+7% +$2.83M 13.52% 2
2021
Q3 		$38.8M Buy
259,078
+19,829
+8% +$3.04M 14.55% 1
2021
Q2 		$36.1M Buy
239,249
+19,499
+9% +$2.9M 14.13% 2
2021
Q1 		$31.1M Buy
219,750
+26,737
+14% +$3.61M 13.98% 2
2020
Q4 		$24.6M Buy
193,013
+9,053
+5% +$1.08M 12.97% 2
2020
Q3 		$19.9M Sell
183,960
-297
-0.2% -$32.1K 12.85% 2
2020
Q2 		$18.8M Sell
184,257
-39,659
-18% -$3.82M 13.32% 2
2020
Q1 		$18.8M Buy
223,916
+29,800
+15% +$3.17M 16.64% 1
2019
Q4 		$22.5M Buy
194,116
+8,058
+4% +$895K 13.81% 1
2019
Q3 		$20.1M Buy
186,058
+11,280
+6% +$1.21M 13.31% 1
2019
Q2 		$18.8M Buy
174,778
+13,486
+8% +$1.43M 12.88% 1
2019
Q1 		$16.8M Buy
161,292
+8,414
+6% +$849K 11.95% 1
2018
Q4 		$14M Buy
+152,878
New +$15.1M 10.73% 1

Other funds holding RSP

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
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Howard Financial Services's RSP Position: Q3 2026 in Review

Howard Financial Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.68% in Q3 2026, buying an estimated $264K and bringing the position to 180,533 shares worth $37.6M. The position accounts for 3.94% of the portfolio, ranked #6.

Howard Financial Services first reported a position in RSP in Q4 2018 and has held it in 32 quarters since. The position peaked at $47.2M in Q1 2022. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Howard Financial Services held 180,533 shares of Invesco S&P 500 Equal Weight ETF worth $37.6M as of Q3 2026.
  • Howard Financial Services bought 1,222 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $264K.
  • Invesco S&P 500 Equal Weight ETF made up 3.94% of Howard Financial Services's portfolio in Q3 2026, its #6 holding.
  • Howard Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $47.2M in Q1 2022.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.