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KFA Private Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KFA Private Wealth 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
Q3 		$623K Buy
2,996
+99
+3% +$21.4K 0.15% 69
2026
Q2 		$616K Sell
2,897
-363
-11% -$74.3K 0.15% 69
2026
Q1 		$626K Buy
3,260
+374
+13% +$74.1K 0.15% 73
2025
Q4 		$553K Buy
2,886
+342
+13% +$64.9K 0.13% 75
2025
Q3 		$483K Sell
2,544
-232
-8% -$43.2K 0.14% 72
2025
Q2 		$505K Buy
2,776
+1,310
+89% +$226K 0.16% 72
2025
Q1 		$254K Buy
1,466
+27
+2% +$4.8K 0.09% 96
2024
Q4 		$252K Buy
+1,439
New +$260K 0.11% 79

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFA Private Wealth Group's RSP Position: Q3 2026 in Review

KFA Private Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q3 2026, buying an estimated $21.4K and bringing the position to 2,996 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #69.

KFA Private Wealth Group first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $626K in Q1 2026. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • KFA Private Wealth Group held 2,996 shares of Invesco S&P 500 Equal Weight ETF worth $623K as of Q3 2026.
  • KFA Private Wealth Group bought 99 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $21.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.15% of KFA Private Wealth Group's portfolio in Q3 2026, its #69 holding.
  • KFA Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
  • KFA Private Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $626K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.