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Independent Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Independent Financial Group’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 		$11.8M Buy
55,550
+4,572
+9% +$936K 0.22% 82
2026
Q1 		$9.78M Buy
50,978
+6,208
+14% +$1.23M 0.22% 90
2025
Q4 		$8.58M Buy
44,770
+658
+1% +$125K 0.19% 106
2025
Q3 		$8.37M Buy
44,112
+4,945
+13% +$921K 0.2% 92
2025
Q2 		$7.12M Buy
39,167
+5,620
+17% +$970K 0.2% 98
2025
Q1 		$5.81M Sell
33,547
-448
-1% -$79.7K 0.2% 97
2024
Q4 		$5.96M Buy
33,995
+1,928
+6% +$349K 0.2% 99
2024
Q3 		$5.75M Buy
32,067
+7,863
+32% +$1.34M 0.21% 88
2024
Q2 		$3.98M Sell
24,204
-1,295
-5% -$213K 0.16% 124
2024
Q1 		$4.32M Buy
25,499
+3,215
+14% +$516K 0.2% 109
2023
Q4 		$3.52M Buy
22,284
+3,381
+18% +$491K 0.19% 122
2023
Q3 		$2.68M Buy
18,903
+2,216
+13% +$331K 0.17% 128
2023
Q2 		$2.5M Buy
16,687
+2,666
+19% +$384K 0.17% 131
2023
Q1 		$2.03M Buy
14,021
+3,203
+30% +$469K 0.16% 139
2022
Q4 		$1.53M Buy
10,818
+716
+7% +$100K 0.13% 161
2022
Q3 		$1.29M Buy
10,102
+1,328
+15% +$187K 0.12% 178
2022
Q2 		$1.18M Buy
8,774
+1,860
+27% +$272K 0.13% 189
2022
Q1 		$1.09M Sell
6,914
-3,312
-32% -$516K 0.09% 231
2021
Q4 		$1.66M Buy
10,226
+2,473
+32% +$391K 0.14% 149
2021
Q3 		$1.16M Buy
7,753
+231
+3% +$35.4K 0.12% 182
2021
Q2 		$1.13M Buy
7,522
+633
+9% +$94.2K 0.12% 186
2021
Q1 		$976K Buy
6,889
+1,840
+36% +$248K 0.13% 190
2020
Q4 		$644K Buy
5,049
+731
+17% +$86.9K 0.09% 246
2020
Q3 		$467K Sell
4,318
-426
-9% -$46K 0.09% 252
2020
Q2 		$483K Buy
4,744
+168
+4% +$16.2K 0.11% 230
2020
Q1 		$384K Buy
+4,576
New +$486K 0.11% 217

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's RSP Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9% in Q2 2026, buying an estimated $936K and bringing the position to 55,550 shares worth $11.8M. The position accounts for 0.22% of the portfolio, ranked #82.

Independent Financial Group first reported a position in RSP in Q1 2020 and has held it in 26 quarters since. 2,232 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Independent Financial Group held 55,550 shares of Invesco S&P 500 Equal Weight ETF worth $11.8M as of Q2 2026.
  • Independent Financial Group bought 4,572 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $936K.
  • Invesco S&P 500 Equal Weight ETF made up 0.22% of Independent Financial Group's portfolio in Q2 2026, its #82 holding.
  • Independent Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.