Legacy Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Legacy Advisors’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	$770K	Sell	3,701 -102	-3%	-$22K	0.07%	140
2026 Q2	$809K	Buy	3,803 +100	+3%	+$20.5K	0.08%	139
2026 Q1	$711K	Buy	3,703 +960	+35%	+$190K	0.08%	128
2025 Q4	$525K	Buy	2,743 +911	+50%	+$173K	0.06%	162
2025 Q3	$348K	Buy	+1,832	New	+$341K	0.04%	185
2025 Q1	$317K	Hold	1,832	–	–	0.03%	315
2024 Q4	$321K	Hold	1,832	–	–	0.03%	302
2024 Q3	$328K	Hold	1,832	–	–	0.04%	287
2024 Q2	$301K	Buy	+1,832	New	+$301K	0.04%	257
2019 Q3	–	Sell	-1,462	Closed	-$158K	–	283
2019 Q2	$158K	Buy	1,462 +6	+0.4%	+$635	0.11%	124
2019 Q1	$152K	Buy	+1,456	New	+$147K	0.05%	126
2018 Q4	–	Sell	-1,441	Closed	-$154K	–	336
2018 Q3	$154K	Buy	1,441 +6	+0.4%	+$634	0.08%	153
2018 Q2	$146K	Buy	+1,435	New	+$145K	0.11%	111

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Legacy Advisors's RSP Position: Q3 2026 in Review

Legacy Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q3 2026, selling an estimated $22K and leaving 3,701 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #140.

Legacy Advisors first reported a position in RSP in Q2 2018 and has held it in 13 quarters since. The position peaked at $809K in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Legacy Advisors held 3,701 shares of Invesco S&P 500 Equal Weight ETF worth $770K as of Q3 2026.
Legacy Advisors sold 102 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $22K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Legacy Advisors's portfolio in Q3 2026, its #140 holding.
Legacy Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 13 quarters since.
Legacy Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $809K in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.