LongView Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LongView Wealth Management’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	$827K	Buy	3,973 +860	+28%	+$186K	0.2%	98
2026 Q2	$662K	Sell	3,113 -595	-16%	-$122K	0.17%	110
2026 Q1	$740K	Buy	3,708 +411	+12%	+$81.4K	0.19%	109
2025 Q4	$652K	Buy	3,297 +9	+0.3%	+$1.71K	0.16%	120
2025 Q3	$624K	Sell	3,288 -1,190	-27%	-$222K	0.17%	109
2025 Q2	$814K	Sell	4,478 -16	-0.4%	-$2.76K	0.25%	83
2025 Q1	$779K	Sell	4,494 -20	-0.4%	-$3.56K	0.23%	87
2024 Q4	$791K	Sell	4,514 -313	-6%	-$56.6K	0.24%	84
2024 Q3	$865K	Sell	4,827 -12	-0.2%	-$2.05K	0.28%	76
2024 Q2	$795K	Sell	4,839 -297	-6%	-$48.9K	0.29%	74
2024 Q1	$870K	Buy	5,136 +121	+2%	+$19.4K	0.34%	62
2023 Q4	$785K	Buy	+5,015	New	+$729K	0.35%	65

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

LongView Wealth Management's RSP Position: Q3 2026 in Review

LongView Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q3 2026, buying an estimated $186K and bringing the position to 3,973 shares worth $827K. The position accounts for 0.2% of the portfolio, ranked #98.

LongView Wealth Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $870K in Q1 2024. 635 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

LongView Wealth Management held 3,973 shares of Invesco S&P 500 Equal Weight ETF worth $827K as of Q3 2026.
LongView Wealth Management bought 860 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $186K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of LongView Wealth Management's portfolio in Q3 2026, its #98 holding.
LongView Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $870K in Q1 2024.
635 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.