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

Kaydan 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 		$19.8M Sell
95,179
-2,144
-2% -$463K 6.79% 4
2026
Q2 		$20.7M Buy
97,323
+1,455
+2% +$298K 6.31% 5
2026
Q1 		$18.4M Buy
95,868
+183
+0.2% +$36.3K 6.15% 5
2025
Q4 		$18.3M Sell
95,685
-566
-0.6% -$107K 5.31% 7
2025
Q3 		$18.3M Sell
96,251
-3,205
-3% -$597K 5.22% 6
2025
Q2 		$18.1M Sell
99,456
-45,231
-31% -$7.81M 5.92% 6
2025
Q1 		$25.1M Sell
144,687
-39,651
-22% -$7.05M 8.04% 4
2024
Q4 		$32.3M Buy
184,338
+35,794
+24% +$6.47M 10.74% 1
2024
Q3 		$26.6M Buy
148,544
+40,670
+38% +$6.95M 7.86% 6
2024
Q2 		$17.7M Sell
107,874
-43,807
-29% -$7.21M 6.28% 5
2024
Q1 		$25.7M Sell
151,681
-3,423
-2% -$550K 8.76% 2
2023
Q4 		$24.5M Buy
155,104
+28,738
+23% +$4.17M 9.95% 2
2023
Q3 		$17.9M Sell
126,366
-99,421
-44% -$14.9M 7.15% 4
2023
Q2 		$33.8M Buy
225,787
+203,808
+927% +$29.4M 14.16% 1
2023
Q1 		$3.18M Sell
21,979
-125
-0.6% -$18.3K 1.3% 8
2022
Q4 		$3.12M Sell
22,104
-614
-3% -$85.9K 1.25% 9
2022
Q3 		$2.89M Sell
22,718
-429
-2% -$60.5K 1.6% 6
2022
Q2 		$3.11M Sell
23,147
-636
-3% -$93.1K 1.73% 7
2022
Q1 		$3.75M Sell
23,783
-678
-3% -$106K 1.66% 10
2021
Q4 		$3.98M Buy
+24,461
New +$3.86M 1.51% 11

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 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
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Kaydan Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q3 2026, selling an estimated $463K and leaving 95,179 shares worth $19.8M. The position accounts for 6.79% of the portfolio, ranked #4.

Kaydan Wealth Management first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.8M in Q2 2023. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Kaydan Wealth Management held 95,179 shares of Invesco S&P 500 Equal Weight ETF worth $19.8M as of Q3 2026.
  • Kaydan Wealth Management sold 2,144 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $463K.
  • Invesco S&P 500 Equal Weight ETF made up 6.79% of Kaydan Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Kaydan Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $33.8M in Q2 2023.
  • 1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.