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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
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
Q2 		– Sell
-1,832
Closed -$317K – 330
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

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Legacy Advisors's RSP Position: Q2 2026 in Review

Legacy Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q2 2026, buying an estimated $20.5K and bringing the position to 3,803 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #139.

Legacy Advisors first reported a position in RSP in Q2 2018 and has held it in 12 quarters since. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Legacy Advisors held 3,803 shares of Invesco S&P 500 Equal Weight ETF worth $809K as of Q2 2026.
  • Legacy Advisors bought 100 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Legacy Advisors's portfolio in Q2 2026, its #139 holding.
  • Legacy Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 12 quarters since.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.