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Legend Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-926
Closed -$168K – 136
2025
Q2 		$168K Buy
+926
New +$160K 0.11% 39
2025
Q1 		– Sell
-930
Closed -$163K – 204
2024
Q4 		$163K Buy
930
+3
+0.3% +$542 0.12% 35
2024
Q3 		$166K Sell
927
-56
-6% -$9.57K 0.11% 36
2024
Q2 		$161K Buy
983
+99
+11% +$16.3K 0.11% 42
2024
Q1 		$150K Sell
884
-136
-13% -$21.8K 0.11% 41
2023
Q4 		$161K Buy
1,020
+4
+0.4% +$581 0.13% 36
2023
Q3 		$144K Buy
1,016
+4
+0.4% +$598 0.12% 42
2023
Q2 		$151K Buy
1,012
+5
+0.5% +$720 0.13% 40
2023
Q1 		$146K Sell
1,007
-777
-44% -$114K 0.12% 41
2022
Q4 		$252K Buy
1,784
+7
+0.4% +$979 0.22% 37
2022
Q3 		$226K Buy
1,777
+8
+0.5% +$1.13K 0.21% 32
2022
Q2 		$238K Sell
1,769
-366
-17% -$53.5K 0.25% 28
2022
Q1 		$320K Sell
2,135
-6
-0.3% -$936 0.2% 33
2021
Q4 		$348K Buy
2,141
+6
+0.3% +$948 0.24% 32
2021
Q3 		$320K Buy
2,135
+7
+0.3% +$1.07K 0.2% 33
2021
Q2 		$321K Buy
+2,128
New +$317K 0.21% 32
2021
Q1 		– Sell
-2,201
Closed -$281K – 26
2020
Q4 		$281K Buy
2,201
+8
+0.4% +$951 0.23% 26
2020
Q3 		$237K Buy
2,193
+9
+0.4% +$971 0.19% 28
2020
Q2 		$222K Sell
2,184
-310
-12% -$29.9K 0.14% 29
2020
Q1 		$210K Sell
2,494
-330
-12% -$35.1K 0.19% 26
2019
Q4 		$327K Sell
2,824
-78
-3% -$8.66K 0.28% 26
2019
Q3 		$314K Sell
2,902
-21
-0.7% -$2.25K 0.27% 27
2019
Q2 		$315K Sell
2,923
-603
-17% -$63.8K 0.28% 28
2019
Q1 		$368K Buy
3,526
+318
+10% +$32.1K 0.4% 25
2018
Q4 		$293K Buy
+3,208
New +$318K 0.43% 23

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's RSP Position: Q3 2025 in Review

Legend Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 926 shares — an estimated $168K sold.

Legend Financial Advisors first reported a position in RSP in Q4 2018 and held it in 25 quarters. The position peaked at $368K in Q1 2019. 1,949 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Legend Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 926 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $168K.
  • Legend Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 25 quarters.
  • Legend Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $368K in Q1 2019.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.