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

Investment Planning 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	$34M	Buy	159,611 +152,419	+2,119%	+$31.2M	7.86%	3
2026 Q1	$1.38M	Sell	7,192 -73,855	-91%	-$14.6M	0.38%	31
2025 Q4	$15.5M	Buy	81,047 +76,466	+1,669%	+$14.5M	4.52%	9
2025 Q3	$869K	Buy	4,581 +680	+17%	+$127K	0.27%	40
2025 Q2	$709K	Sell	3,901 -283	-7%	-$48.8K	0.25%	38
2025 Q1	$725K	Buy	4,184 +20	+0.5%	+$3.56K	0.29%	40
2024 Q4	$730K	Sell	4,164 -144	-3%	-$26K	0.32%	37
2024 Q3	$708K	Hold	4,308	–	–	0.36%	36
2024 Q2	$708K	Buy	+4,308	New	+$709K	0.36%	36

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Investment Planning Advisors's RSP Position: Q2 2026 in Review

Investment Planning Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2,119% in Q2 2026, buying an estimated $31.2M and bringing the position to 159,611 shares worth $34M. The position accounts for 7.86% of the portfolio, ranked #3.

Investment Planning Advisors first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Investment Planning Advisors held 159,611 shares of Invesco S&P 500 Equal Weight ETF worth $34M as of Q2 2026.
Investment Planning Advisors bought 152,419 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $31.2M.
Invesco S&P 500 Equal Weight ETF made up 7.86% of Investment Planning Advisors's portfolio in Q2 2026, its #3 holding.
Investment Planning Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.