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

Kelly Financial 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	$3.51M	Sell	16,511 -599	-4%	-$123K	0.78%	22
2026 Q1	$3.28M	Sell	17,110 -385	-2%	-$76.3K	0.83%	22
2025 Q4	$3.35M	Sell	17,495 -537	-3%	-$102K	0.85%	20
2025 Q3	$3.42M	Sell	18,032 -1,387	-7%	-$258K	0.91%	20
2025 Q2	$3.53M	Sell	19,419 -14,841	-43%	-$2.56M	1.02%	19
2025 Q1	$5.93M	Sell	34,260 -3,269	-9%	-$581K	1.85%	15
2024 Q4	$6.58M	Buy	+37,529	New	+$6.79M	2.34%	12

Other funds holding RSP

TPSF

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

COPPSERS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Kelly Financial Group's RSP Position: Q2 2026 in Review

Kelly Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, selling an estimated $123K and leaving 16,511 shares worth $3.51M. The position accounts for 0.78% of the portfolio, ranked #22.

Kelly Financial Group first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.58M in Q4 2024. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kelly Financial Group held 16,511 shares of Invesco S&P 500 Equal Weight ETF worth $3.51M as of Q2 2026.
Kelly Financial Group sold 599 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $123K.
Invesco S&P 500 Equal Weight ETF made up 0.78% of Kelly Financial Group's portfolio in Q2 2026, its #22 holding.
Kelly Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $6.58M in Q4 2024.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.