Larry Mathis Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Larry Mathis Financial Planning’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	$211K	Buy	+993	New	+$203K	0.16%	139
2026 Q1	–	Sell	-6,726	Closed	-$1.29M	–	168
2025 Q4	$1.29M	Buy	+6,726	New	+$1.28M	1.14%	16

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Larry Mathis Financial Planning's RSP Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 993 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #139 among its holdings. This is a return to the name: Larry Mathis Financial Planning previously reported a position in RSP as recently as Q4 2025.

Larry Mathis Financial Planning first reported a position in RSP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.29M in Q4 2025. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Larry Mathis Financial Planning held 993 shares of Invesco S&P 500 Equal Weight ETF worth $211K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Larry Mathis Financial Planning position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #139 holding.
Larry Mathis Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
Larry Mathis Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $1.29M in Q4 2025.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.