Mather Group
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Mather Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mather Group’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 		$2.8M Buy
13,455
+4,907
+57% +$1.06M 0.02% 231
2026
Q2 		$1.82M Buy
8,548
+1,317
+18% +$270K 0.02% 281
2026
Q1 		$1.39M Sell
7,231
-589
-8% -$117K 0.01% 277
2025
Q4 		$1.5M Sell
7,820
-445
-5% -$84.5K 0.02% 233
2025
Q3 		$1.57M Sell
8,265
-155
-2% -$28.9K 0.02% 228
2025
Q2 		$1.53M Sell
8,420
-14
-0.2% -$2.42K 0.02% 220
2025
Q1 		$1.46M Buy
8,434
+1,285
+18% +$228K 0.02% 208
2024
Q4 		$1.25M Sell
7,149
-46
-0.6% -$8.32K 0.02% 214
2024
Q3 		$1.29M Sell
7,195
-2,464
-26% -$421K 0.02% 213
2024
Q2 		$1.64M Buy
9,659
+6,925
+253% +$1.14M 0.02% 211
2024
Q1 		$431K Sell
2,734
-216
-7% -$34.7K 0.01% 367
2023
Q4 		$466K Buy
2,950
+178
+6% +$25.9K 0.01% 367
2023
Q3 		$393K Sell
2,772
-92,697
-97% -$13.8M 0.01% 382
2023
Q2 		$14.3M Buy
95,469
+93,342
+4,388% +$13.4M 0.23% 44
2023
Q1 		$308K Buy
+2,127
New +$311K 0.01% 391
2022
Q4 		– Sell
-1,816
Closed -$231K – 506
2022
Q3 		$231K Sell
1,816
-527
-22% -$74.3K 0.01% 424
2022
Q2 		$315K Sell
2,343
-261
-10% -$38.2K 0.01% 301
2022
Q1 		$411K Buy
2,604
+1,232
+90% +$192K 0.01% 297
2021
Q4 		$223K Buy
+1,372
New +$217K ﹤0.01% 356

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Mather Group's RSP Position: Q3 2026 in Review

Mather Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 57% in Q3 2026, buying an estimated $1.06M and bringing the position to 13,455 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #231.

Mather Group first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q2 2023. 680 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Mather Group held 13,455 shares of Invesco S&P 500 Equal Weight ETF worth $2.8M as of Q3 2026.
  • Mather Group bought 4,907 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.06M.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #231 holding.
  • Mather Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
  • Mather Group's Invesco S&P 500 Equal Weight ETF position peaked at $14.3M in Q2 2023.
  • 680 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.