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

Larson 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 		$1.2M Buy
5,632
+2,326
+70% +$476K 0.03% 332
2026
Q1 		$634K Sell
3,306
-179
-5% -$35.5K 0.02% 409
2025
Q4 		$668K Sell
3,485
-70
-2% -$13.3K 0.02% 390
2025
Q3 		$674K Buy
3,555
+338
+11% +$63K 0.02% 392
2025
Q2 		$585K Buy
3,217
+30
+0.9% +$5.18K 0.02% 392
2025
Q1 		$552K Sell
3,187
-12
-0.4% -$2.13K 0.03% 378
2024
Q4 		$561K Sell
3,199
-723
-18% -$131K 0.03% 327
2024
Q3 		$703K Buy
3,922
+746
+23% +$127K 0.04% 275
2024
Q2 		$522K Buy
3,176
+2,320
+271% +$382K 0.04% 267
2024
Q1 		$145K Buy
856
+680
+386% +$109K 0.01% 477
2023
Q4 		$27.8K Sell
176
-11
-6% -$1.6K ﹤0.01% 772
2023
Q3 		$26.5K Buy
187
+13
+7% +$1.94K ﹤0.01% 754
2023
Q2 		$26.1K Hold
174
– – ﹤0.01% 672
2023
Q1 		$25.1K Sell
174
-663
-79% -$97.1K ﹤0.01% 684
2022
Q4 		$118K Sell
837
-412
-33% -$57.6K 0.01% 381
2022
Q3 		$159K Buy
1,249
+1,078
+630% +$152K 0.02% 299
2022
Q2 		$23K Buy
171
+1
+0.6% +$146 ﹤0.01% 521
2022
Q1 		$27K Hold
170
– – ﹤0.01% 481
2021
Q4 		$28K Sell
170
-124
-42% -$19.6K ﹤0.01% 480
2021
Q3 		$44K Buy
294
+125
+74% +$19.1K 0.01% 320
2021
Q2 		$25K Buy
169
+1
+0.6% +$149 0.01% 395
2021
Q1 		$24K Buy
168
+1
+0.6% +$135 0.01% 381
2020
Q4 		$21K Hold
167
– – 0.01% 362
2020
Q3 		$18K Buy
167
+1
+0.6% +$108 0.01% 346
2020
Q2 		$17K Buy
166
+1
+0.6% +$96 0.01% 306
2020
Q1 		$14K Buy
165
+1
+0.6% +$106 0.01% 252
2019
Q4 		$19K Buy
164
+1
+0.6% +$111 0.01% 228
2019
Q3 		$18K Buy
163
+1
+0.6% +$107 0.01% 235
2019
Q2 		$18K Hold
162
– – 0.01% 197
2019
Q1 		$17K Buy
162
+1
+0.6% +$101 0.01% 190
2018
Q4 		$15K Buy
+161
New +$16K 0.01% 185

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

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

Larson Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 70% in Q2 2026, buying an estimated $476K and bringing the position to 5,632 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #332.

Larson Financial Group first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Larson Financial Group held 5,632 shares of Invesco S&P 500 Equal Weight ETF worth $1.2M as of Q2 2026.
  • Larson Financial Group bought 2,326 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $476K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #332 holding.
  • Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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