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

Maia Wealth’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	$294K	Sell	1,411 -621	-31%	-$134K	0.04%	284
2026 Q2	$432K	Sell	2,032 -1,329	-40%	-$272K	0.06%	239
2026 Q1	$645K	Sell	3,361 -2	-0.1%	-$396	0.11%	185
2025 Q4	$675K	Buy	3,363 +491	+17%	+$93.2K	0.12%	183
2025 Q3	$542K	Sell	2,872 -282	-9%	-$52.5K	0.09%	200
2025 Q2	$573K	Sell	3,154 -1,595	-34%	-$275K	0.11%	182
2025 Q1	$779K	Buy	+4,749	New	+$844K	0.18%	130

Other funds holding RSP

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Maia Wealth's RSP Position: Q3 2026 in Review

Maia Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q3 2026, selling an estimated $134K and leaving 1,411 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #284.

Maia Wealth first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. The position peaked at $779K in Q1 2025. 1,971 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Maia Wealth held 1,411 shares of Invesco S&P 500 Equal Weight ETF worth $294K as of Q3 2026.
Maia Wealth sold 621 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $134K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #284 holding.
Maia Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
Maia Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $779K in Q1 2025.
1,971 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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