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

Legacy Financial Strategies’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	$756K	Buy	3,555 +1	+0%	+$205	0.12%	73
2026 Q1	$682K	Sell	3,554 -35	-1%	-$6.94K	0.12%	69
2025 Q4	$688K	Sell	3,589 -1,841	-34%	-$349K	0.12%	72
2025 Q3	$1.03M	Hold	5,430	–	–	0.19%	60
2025 Q2	$987K	Hold	5,430	–	–	0.19%	57
2025 Q1	$941K	Buy	5,430 +9	+0.2%	+$1.6K	0.21%	53
2024 Q4	$947K	Buy	5,421 +14	+0.3%	+$2.53K	0.2%	52
2024 Q3	$969K	Buy	5,407 +3,442	+175%	+$588K	0.21%	53
2024 Q2	$322K	Sell	1,965 -1,210	-38%	-$199K	0.08%	72
2024 Q1	$538K	Sell	3,175 -240	-7%	-$38.5K	0.14%	58
2023 Q4	$539K	Buy	+3,415	New	+$496K	0.15%	53
2018 Q3	–	Sell	-3,327	Closed	-$339K	–	73
2018 Q2	$339K	Sell	3,327 -185	-5%	-$18.8K	0.3%	70
2018 Q1	$349K	Sell	3,512 -1,359	-28%	-$139K	0.34%	69
2017 Q4	$492K	Buy	+4,871	New	+$478K	0.52%	31

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

Legacy Financial Strategies's RSP Position: Q2 2026 in Review

Legacy Financial Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.03% in Q2 2026, buying an estimated $205 and bringing the position to 3,555 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #73.

Legacy Financial Strategies first reported a position in RSP in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Legacy Financial Strategies held 3,555 shares of Invesco S&P 500 Equal Weight ETF worth $756K as of Q2 2026.
Legacy Financial Strategies bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Legacy Financial Strategies's portfolio in Q2 2026, its #73 holding.
Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Strategies's Invesco S&P 500 Equal Weight ETF position peaked at $1.03M in Q3 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.