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JSF Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JSF Financial’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 		$262K Buy
1,234
+3
+0.2% +$614 0.04% 128
2026
Q1 		$236K Buy
1,231
+2
+0.2% +$396 0.05% 116
2025
Q4 		$235K Buy
1,229
+2
+0.2% +$380 0.05% 119
2025
Q3 		$233K Buy
1,227
+2
+0.2% +$373 0.05% 118
2025
Q2 		$223K Buy
1,225
+3
+0.2% +$518 0.05% 120
2025
Q1 		$212K Sell
1,222
-1,240
-50% -$220K 0.06% 114
2024
Q4 		$431K Buy
2,462
+2
+0.1% +$362 0.12% 88
2024
Q3 		$441K Buy
2,460
+2
+0.1% +$342 0.13% 78
2024
Q2 		$404K Buy
2,458
+2
+0.1% +$329 0.12% 80
2024
Q1 		$416K Buy
2,456
+62
+3% +$9.96K 0.13% 77
2023
Q4 		$378K Buy
2,394
+140
+6% +$20.3K 0.13% 76
2023
Q3 		$319K Sell
2,254
-335
-13% -$50K 0.12% 80
2023
Q2 		$387K Buy
2,589
+200
+8% +$28.8K 0.14% 71
2023
Q1 		$345K Hold
2,389
– – 0.13% 87
2022
Q4 		$337K Hold
2,389
– – 0.13% 89
2022
Q3 		$304K Hold
2,389
– – 0.12% 87
2022
Q2 		$321K Sell
2,389
-171
-7% -$25K 0.15% 76
2022
Q1 		$404K Buy
2,560
+171
+7% +$26.7K 0.17% 73
2021
Q4 		$389K Hold
2,389
– – 0.19% 67
2021
Q3 		$358K Hold
2,389
– – 0.18% 64
2021
Q2 		$360K Hold
2,389
– – 0.21% 56
2021
Q1 		$338K Hold
2,389
– – 0.21% 51
2020
Q4 		$305K Hold
2,389
– – 0.21% 52
2020
Q3 		$258K Hold
2,389
– – 0.2% 54
2020
Q2 		$243K Sell
2,389
-29
-1% -$2.8K 0.21% 53
2020
Q1 		$203K Hold
2,418
– – 0.21% 55
2019
Q4 		$280K Sell
2,418
-42
-2% -$4.67K 0.28% 49
2019
Q3 		$266K Buy
2,460
+71
+3% +$7.62K 0.29% 47
2019
Q2 		$258K Hold
2,389
– – 0.28% 51
2019
Q1 		$250K Hold
2,389
– – 0.28% 49
2018
Q4 		$218K Buy
+2,389
New +$237K 0.22% 51

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

JSF Financial's RSP Position: Q2 2026 in Review

JSF Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.24% in Q2 2026, buying an estimated $614 and bringing the position to 1,234 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #128.

JSF Financial first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. The position peaked at $441K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • JSF Financial held 1,234 shares of Invesco S&P 500 Equal Weight ETF worth $262K as of Q2 2026.
  • JSF Financial bought 3 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $614.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of JSF Financial's portfolio in Q2 2026, its #128 holding.
  • JSF Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
  • JSF Financial's Invesco S&P 500 Equal Weight ETF position peaked at $441K in Q3 2024.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.