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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
Q2 		$39.9M Sell
187,403
-4,908
-3% -$1M 3.98% 6
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

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EB
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BB
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

Howard Financial Services's RSP Position: Q2 2026 in Review

Howard Financial Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q2 2026, selling an estimated $1M and leaving 187,403 shares worth $39.9M. The position accounts for 3.98% of the portfolio, ranked #6.

Howard Financial Services first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. The position peaked at $47.2M in Q1 2022. 892 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Howard Financial Services held 187,403 shares of Invesco S&P 500 Equal Weight ETF worth $39.9M as of Q2 2026.
  • Howard Financial Services sold 4,908 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1M.
  • Invesco S&P 500 Equal Weight ETF made up 3.98% of Howard Financial Services's portfolio in Q2 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 31 quarters since.
  • Howard Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $47.2M in Q1 2022.
  • 892 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.