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

Jacksonville 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 		$16.5M Buy
79,167
+6,917
+10% +$1.49M 8.65% 3
2026
Q2 		$15.4M Buy
72,250
+3,571
+5% +$731K 8.7% 3
2026
Q1 		$13.2M Buy
68,679
+9,182
+15% +$1.82M 8.9% 3
2025
Q4 		$11.4M Buy
59,497
+2,839
+5% +$539K 8.07% 4
2025
Q3 		$10.7M Buy
56,658
+3,654
+7% +$681K 7.89% 4
2025
Q2 		$9.6M Buy
53,004
+5,509
+12% +$951K 7.74% 4
2025
Q1 		$8.23M Buy
47,495
+1,312
+3% +$233K 8.1% 3
2024
Q4 		$8.09M Buy
+46,183
New +$8.35M 7.55% 4

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Jacksonville Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.6% in Q3 2026, buying an estimated $1.49M and bringing the position to 79,167 shares worth $16.5M. The position accounts for 8.65% of the portfolio, ranked #3.

Jacksonville Wealth Management first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 1,269 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Jacksonville Wealth Management held 79,167 shares of Invesco S&P 500 Equal Weight ETF worth $16.5M as of Q3 2026.
  • Jacksonville Wealth Management bought 6,917 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.49M.
  • Invesco S&P 500 Equal Weight ETF made up 8.65% of Jacksonville Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Jacksonville Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.