Legacy Private Trust
RSPC icon

Legacy Private Trust’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Legacy Private Trust’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$783K Sell
22,325
-1,306
-6% -$47.5K 0.04% 174
2026
Q2 		$834K Sell
23,631
-418
-2% -$15.7K 0.05% 177
2026
Q1 		$899K Sell
24,049
-8,929
-27% -$344K 0.06% 169
2025
Q4 		$1.31M Sell
32,978
-3,464
-10% -$136K 0.08% 144
2025
Q3 		$1.5M Sell
36,442
-728
-2% -$28.2K 0.09% 135
2025
Q2 		$1.42M Sell
37,170
-1,444
-4% -$51.3K 0.09% 137
2025
Q1 		$1.37M Buy
38,614
+5,699
+17% +$201K 0.09% 139
2024
Q4 		$1.13M Sell
32,915
-1,399
-4% -$47.8K 0.07% 146
2024
Q3 		$1.12M Buy
34,314
+1,291
+4% +$40K 0.08% 147
2024
Q2 		$980K Sell
33,023
-7,430
-18% -$217K 0.07% 145
2024
Q1 		$1.21M Buy
40,453
+13,487
+50% +$394K 0.09% 140
2023
Q4 		$791K Buy
26,966
+3,433
+15% +$94.4K 0.06% 148
2023
Q3 		$627K Buy
+23,533
New +$659K 0.05% 156

Other funds holding RSPC

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Walker Asset Management
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Legacy Private Trust's RSPC Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) stake by 5.5% in Q3 2026, selling an estimated $47.5K and leaving 22,325 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #174.

Legacy Private Trust first reported a position in RSPC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q3 2025. 8 funds tracked by Wall St. Rank hold RSPC as of Q3 2026.

  • Legacy Private Trust held 22,325 shares of Invesco S&P 500 Equal Weight Communication Services ETF worth $783K as of Q3 2026.
  • Legacy Private Trust sold 1,306 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q3 2026, an estimated $47.5K.
  • Invesco S&P 500 Equal Weight Communication Services ETF made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #174 holding.
  • Legacy Private Trust first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q3 2023 and has held it in 13 quarters since.
  • Legacy Private Trust's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $1.5M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.