Legacy Wealth Management (Mississippi)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Legacy Wealth Management (Mississippi)’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	$1.82M	Buy	8,556 +667	+8%	+$136K	0.47%	32
2026 Q1	$1.51M	Buy	7,889 +1,326	+20%	+$263K	0.43%	41
2025 Q4	$1.26M	Buy	6,563 +847	+15%	+$161K	0.34%	41
2025 Q3	$1.08M	Sell	5,716 -336	-6%	-$62.6K	0.33%	43
2025 Q2	$1.1M	Sell	6,052 -1,009	-14%	-$174K	0.33%	45
2025 Q1	$1.22M	Buy	7,061 +1,635	+30%	+$291K	0.4%	44
2024 Q4	$951K	Buy	5,426 +280	+5%	+$50.6K	0.38%	43
2024 Q3	$922K	Buy	5,146 +3,736	+265%	+$638K	0.34%	51
2024 Q2	$232K	Buy	+1,410	New	+$232K	0.1%	71

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s RSP Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.5% in Q2 2026, buying an estimated $136K and bringing the position to 8,556 shares worth $1.82M. The position accounts for 0.47% of the portfolio, ranked #32.

Legacy Wealth Management (Mississippi) first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 637 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Legacy Wealth Management (Mississippi) held 8,556 shares of Invesco S&P 500 Equal Weight ETF worth $1.82M as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 667 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $136K.
Invesco S&P 500 Equal Weight ETF made up 0.47% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #32 holding.
Legacy Wealth Management (Mississippi) first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
637 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.