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

Intrepid Financial Planning 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	$7.24M	Buy	34,031 +13	+0%	+$2.66K	2.46%	11
2026 Q1	$6.53M	Sell	34,018 -983	-3%	-$195K	2.64%	10
2025 Q4	$6.7M	Sell	35,001 -3,177	-8%	-$603K	2.55%	10
2025 Q3	$7.24M	Sell	38,178 -588	-2%	-$110K	2.76%	9
2025 Q2	$7.05M	Sell	38,766 -454	-1%	-$78.4K	2.96%	8
2025 Q1	$6.81M	Sell	39,220 -1,011	-3%	-$180K	3.15%	8
2024 Q4	$7.05M	Sell	40,231 -27	-0.1%	-$4.88K	2.98%	8
2024 Q3	$7.21M	Sell	40,258 -1,911	-5%	-$326K	3.09%	7
2024 Q2	$6.93M	Sell	42,169 -1,161	-3%	-$191K	2.97%	8
2024 Q1	$7.34M	Sell	43,330 -944	-2%	-$152K	3.17%	7
2023 Q4	$6.99M	Sell	44,274 -1,842	-4%	-$268K	3.34%	6
2023 Q3	$6.53M	Sell	46,116 -994	-2%	-$148K	3.39%	6
2023 Q2	$7.05M	Buy	47,110 +81	+0.2%	+$11.7K	3.38%	6
2023 Q1	$6.8M	Buy	47,029 +1,939	+4%	+$284K	3.43%	6
2022 Q4	$6.37M	Buy	45,090 +97	+0.2%	+$13.6K	3.46%	5
2022 Q3	$5.73M	Buy	44,993 +11	+0%	+$1.55K	3.25%	6
2022 Q2	$6.04M	Buy	+44,982	New	+$6.58M	3.32%	5

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Intrepid Financial Planning Group's RSP Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.04% in Q2 2026, buying an estimated $2.66K and bringing the position to 34,031 shares worth $7.24M. The position accounts for 2.46% of the portfolio, ranked #11.

Intrepid Financial Planning Group first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.34M in Q1 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Intrepid Financial Planning Group held 34,031 shares of Invesco S&P 500 Equal Weight ETF worth $7.24M as of Q2 2026.
Intrepid Financial Planning Group bought 13 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.66K.
Invesco S&P 500 Equal Weight ETF made up 2.46% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #11 holding.
Intrepid Financial Planning Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's Invesco S&P 500 Equal Weight ETF position peaked at $7.34M in Q1 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.