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

IFP 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	$33.3M	Sell	156,520 -723	-0.5%	-$148K	0.6%	24
2026 Q1	$30.2M	Buy	157,243 +12,126	+8%	+$2.4M	0.63%	21
2025 Q4	$27.8M	Sell	145,117 -24,709	-15%	-$4.69M	0.62%	20
2025 Q3	$32.2M	Buy	169,826 +6,421	+4%	+$1.2M	0.84%	16
2025 Q2	$29.7M	Buy	163,405 +17,111	+12%	+$2.95M	0.84%	14
2025 Q1	$25.3M	Buy	146,294 +26,069	+22%	+$4.64M	0.78%	15
2024 Q4	$21.1M	Buy	120,225 +7,912	+7%	+$1.43M	0.69%	22
2024 Q3	$20.1M	Buy	112,313 +6,669	+6%	+$1.14M	0.73%	22
2024 Q2	$17.4M	Sell	105,644 -339	-0.3%	-$55.8K	0.69%	26
2024 Q1	$18M	Sell	105,983 -29,986	-22%	-$4.82M	0.79%	20
2023 Q4	$21.5M	Buy	135,969 +9,198	+7%	+$1.34M	1.01%	11
2023 Q3	$18M	Buy	126,771 +31,181	+33%	+$4.66M	0.81%	19
2023 Q2	$14.3M	Sell	95,590 -7,773	-8%	-$1.12M	0.6%	32
2023 Q1	$10.6M	Sell	103,363 -48,087	-32%	-$7.04M	0.46%	44
2022 Q4	$15.5M	Buy	151,450 +1,797	+1%	+$251K	0.41%	43
2022 Q3	$15.3M	Buy	149,653 +9,286	+7%	+$1.31M	0.4%	41
2022 Q2	$14.4M	Hold	140,367	–	–	0.46%	34
2022 Q1	$14.4M	Buy	140,367 +61,614	+78%	+$9.61M	0.46%	34
2021 Q4	$12.8M	Sell	78,753 -3,024	-4%	-$478K	0.25%	42
2021 Q3	$12.2M	Sell	81,777 -8,430	-9%	-$1.29M	0.25%	46
2021 Q2	$13.6M	Buy	90,207 +13,672	+18%	+$2.04M	0.28%	36
2021 Q1	$10.8M	Buy	76,535 +8,700	+13%	+$1.17M	0.21%	43
2020 Q4	$8.64M	Sell	67,835 -19,470	-22%	-$2.32M	0.35%	44
2020 Q3	$9.43M	Sell	87,305 -3,872	-4%	-$418K	0.56%	31
2020 Q2	$9.16M	Sell	91,177 -23,721	-21%	-$2.29M	0.73%	22
2020 Q1	$9.87M	Buy	114,898 +4,990	+5%	+$530K	1%	14
2019 Q4	$12.7M	Sell	109,908 -10,198	-8%	-$1.13M	0.96%	12
2019 Q3	$12.9M	Buy	+120,106	New	+$12.9M	0.87%	12
2019 Q1	$2.29M	Sell	21,882 -84,593	-79%	-$8.53M	0.31%	76
2018 Q4	$9.65M	Buy	106,475 +4,225	+4%	+$419K	0.59%	25
2018 Q3	$10.9M	Buy	102,250 +9,504	+10%	+$1M	0.45%	41
2018 Q2	$9.45M	Buy	92,746 +18,370	+25%	+$1.86M	0.4%	47
2018 Q1	$7.51M	Hold	74,376	–	–	0.34%	62
2017 Q4	$7.51M	Buy	74,376 +12,740	+21%	+$1.25M	0.34%	62
2017 Q3	$5.89M	Buy	61,636 +1,284	+2%	+$120K	0.23%	89
2017 Q2	$5.59M	Buy	60,352 +4,226	+8%	+$388K	0.24%	90
2017 Q1	$5.1M	Buy	56,126 +7,044	+14%	+$632K	0.22%	99
2016 Q4	$4.25M	Buy	49,082 +18,398	+60%	+$1.55M	0.21%	109
2016 Q3	$2.56M	Buy	30,684 +2,939	+11%	+$245K	0.13%	168
2016 Q2	$2.23M	Buy	27,745 +5,863	+27%	+$466K	0.12%	185
2016 Q1	$2.29M	Sell	21,882 -5,016	-19%	-$369K	0.31%	76
2015 Q4	$2.06M	Buy	+26,898	New	+$2.09M	0.14%	160

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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

IFP Advisors's RSP Position: Q2 2026 in Review

IFP Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.46% in Q2 2026, selling an estimated $148K and leaving 156,520 shares worth $33.3M. The position accounts for 0.6% of the portfolio, ranked #24.

IFP Advisors first reported a position in RSP in Q4 2015 and has held it in 42 quarters since. 643 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

IFP Advisors held 156,520 shares of Invesco S&P 500 Equal Weight ETF worth $33.3M as of Q2 2026.
IFP Advisors sold 723 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $148K.
Invesco S&P 500 Equal Weight ETF made up 0.6% of IFP Advisors's portfolio in Q2 2026, its #24 holding.
IFP Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 42 quarters since.
643 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.