Matrix Asset Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Matrix Asset 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
2026 Q2	$245K	Buy	+1,150	New	+$235K	0.02%	94

Other funds holding RSP

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Matrix Asset Advisors's RSP Position: Q2 2026 in Review

Matrix Asset Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,150 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings.

423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Matrix Asset Advisors held 1,150 shares of Invesco S&P 500 Equal Weight ETF worth $245K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Matrix Asset Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Matrix Asset Advisors's portfolio in Q2 2026, its #94 holding.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.