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

Integris Wealth Management’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	$477K	Hold	2,291	–	–	0.09%	71
2026 Q2	$487K	Buy	2,291 +126	+6%	+$25.8K	0.1%	69
2026 Q1	$416K	Hold	2,165	–	–	0.1%	71
2025 Q4	$415K	Buy	2,165 +190	+10%	+$36.1K	0.09%	76
2025 Q3	$375K	Hold	1,975	–	–	0.09%	81
2025 Q2	$359K	Hold	1,975	–	–	0.09%	79
2025 Q1	$342K	Hold	1,975	–	–	0.1%	75
2024 Q4	$346K	Hold	1,975	–	–	0.1%	76
2024 Q3	$354K	Buy	1,975 +75	+4%	+$12.8K	0.1%	69
2024 Q2	$312K	Hold	1,900	–	–	0.09%	70
2024 Q1	$322K	Hold	1,900	–	–	0.09%	69
2023 Q4	$300K	Buy	+1,900	New	+$276K	0.09%	71

Other funds holding RSP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Integris Wealth Management's RSP Position: Q3 2026 in Review

Integris Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 2,291 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #71.

Integris Wealth Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $487K in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Integris Wealth Management held 2,291 shares of Invesco S&P 500 Equal Weight ETF worth $477K as of Q3 2026.
Integris Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Integris Wealth Management's portfolio in Q3 2026, its #71 holding.
Integris Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Integris Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $487K in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.