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KMG Fiduciary Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KMG Fiduciary Partners’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 		$855K Buy
4,019
+593
+17% +$121K 0.08% 129
2026
Q1 		$658K Buy
3,426
+231
+7% +$45.8K 0.05% 188
2025
Q4 		$612K Buy
3,195
+1,498
+88% +$284K 0.04% 190
2025
Q3 		$322K Hold
1,697
– – 0.02% 258
2025
Q2 		$308K Hold
1,697
– – 0.02% 257
2025
Q1 		$294K Buy
1,697
+10
+0.6% +$1.78K 0.02% 253
2024
Q4 		$296K Hold
1,687
– – 0.02% 242
2024
Q3 		$302K Hold
1,687
– – 0.03% 238
2024
Q2 		$277K Hold
1,687
– – 0.03% 215
2024
Q1 		$286K Hold
1,687
– – 0.03% 204
2023
Q4 		$266K Hold
1,687
– – 0.03% 216
2023
Q3 		$239K Sell
1,687
-7
-0.4% -$1.05K 0.03% 211
2023
Q2 		$253K Buy
1,694
+4
+0.2% +$576 0.03% 211
2023
Q1 		$244K Buy
1,690
+3
+0.2% +$439 0.04% 210
2022
Q4 		$238K Hold
1,687
– – 0.04% 215
2022
Q3 		$215K Hold
1,687
– – 0.04% 183
2022
Q2 		$226K Sell
1,687
-12
-0.7% -$1.76K 0.04% 191
2022
Q1 		$268K Sell
1,699
-178
-9% -$27.8K 0.04% 184
2021
Q4 		$305K Buy
1,877
+263
+16% +$41.6K 0.05% 168
2021
Q3 		$242K Buy
1,614
+2
+0.1% +$306 0.04% 185
2021
Q2 		$243K Buy
+1,612
New +$240K 0.04% 185

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

KMG Fiduciary Partners's RSP Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 4,019 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #129.

KMG Fiduciary Partners first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. 388 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • KMG Fiduciary Partners held 4,019 shares of Invesco S&P 500 Equal Weight ETF worth $855K as of Q2 2026.
  • KMG Fiduciary Partners bought 593 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $121K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of KMG Fiduciary Partners's portfolio in Q2 2026, its #129 holding.
  • KMG Fiduciary Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
  • 388 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.