Instrumental Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Instrumental Wealth’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	$11.7M	Buy	56,442 +2,417	+4%	+$522K	5.7%	6
2026 Q2	$11.5M	Buy	54,025 +2,590	+5%	+$530K	5.82%	6
2026 Q1	$9.9M	Buy	51,435 +907	+2%	+$180K	6.07%	7
2025 Q4	$10.3M	Buy	50,528 +9,851	+24%	+$1.87M	6.2%	7
2025 Q3	$7.63M	Buy	40,677 +4,302	+12%	+$802K	5.35%	7
2025 Q2	$6.62M	Buy	36,375 +1,154	+3%	+$199K	5.27%	8
2025 Q1	$5.9M	Buy	+35,221	New	+$6.26M	5.34%	8

Other funds holding RSP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Instrumental Wealth's RSP Position: Q3 2026 in Review

Instrumental Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q3 2026, buying an estimated $522K and bringing the position to 56,442 shares worth $11.7M. The position accounts for 5.7% of the portfolio, ranked #6.

Instrumental Wealth first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. 1,581 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Instrumental Wealth held 56,442 shares of Invesco S&P 500 Equal Weight ETF worth $11.7M as of Q3 2026.
Instrumental Wealth bought 2,417 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $522K.
Invesco S&P 500 Equal Weight ETF made up 5.7% of Instrumental Wealth's portfolio in Q3 2026, its #6 holding.
Instrumental Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
1,581 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.