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

Legacy Trust’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 		$356K Hold
1,630
– – 0.06% 173
2026
Q2 		$347K Hold
1,630
– – 0.06% 162
2026
Q1 		$313K Buy
+1,630
New +$323K 0.06% 172

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Legacy Trust's RSP Position: Q3 2026 in Review

Legacy Trust held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 1,630 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #173.

Legacy Trust first reported a position in RSP in Q1 2026 and has held it in 3 quarters since. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Legacy Trust held 1,630 shares of Invesco S&P 500 Equal Weight ETF worth $356K as of Q3 2026.
  • Legacy Trust left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Legacy Trust's portfolio in Q3 2026, its #173 holding.
  • Legacy Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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