MFG
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Merit Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Merit Financial 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
Q2 		$24.3M Buy
114,293
+27,011
+31% +$5.53M 0.15% 123
2026
Q1 		$16.8M Buy
87,282
+70,531
+421% +$14M 0.12% 141
2025
Q4 		$3.21M Buy
16,751
+3,843
+30% +$730K 0.03% 483
2025
Q3 		$2.45M Sell
12,908
-5,179
-29% -$965K 0.02% 499
2025
Q2 		$3.29M Buy
18,087
+3,829
+27% +$661K 0.04% 375
2025
Q1 		$2.47M Buy
14,258
+5,635
+65% +$1M 0.04% 368
2024
Q4 		$1.51M Buy
8,623
+875
+11% +$158K 0.03% 407
2024
Q3 		$1.39M Sell
7,748
-1,402
-15% -$240K 0.03% 348
2024
Q2 		$1.5M Sell
9,150
-383
-4% -$63K 0.03% 325
2024
Q1 		$1.55M Sell
9,533
-1,327
-12% -$213K 0.04% 307
2023
Q4 		$1.71M Sell
10,860
-4,723
-30% -$686K 0.05% 223
2023
Q3 		$2.21M Sell
15,583
-727
-4% -$109K 0.07% 201
2023
Q2 		$2.44M Sell
16,310
-1,320
-7% -$190K 0.08% 195
2023
Q1 		$2.55M Buy
17,630
+250
+1% +$36.6K 0.09% 170
2022
Q4 		$2.45M Buy
17,380
+13,990
+413% +$1.96M 0.09% 167
2022
Q3 		$431K Buy
3,390
+915
+37% +$129K 0.02% 381
2022
Q2 		$332K Buy
2,475
+920
+59% +$135K 0.01% 428
2022
Q1 		$245K Sell
1,555
-600
-28% -$93.6K 0.01% 334
2021
Q4 		$351K Hold
2,155
– – 0.03% 203
2021
Q3 		$323K Sell
2,155
-154
-7% -$23.6K 0.03% 201
2021
Q2 		$348K Buy
2,309
+154
+7% +$22.9K 0.03% 190
2021
Q1 		$305K Buy
+2,155
New +$291K 0.03% 188
2018
Q2 		– Sell
-3,391
Closed -$426K – 117
2018
Q1 		$426K Sell
3,391
-324
-9% -$33.2K 0.08% 52
2017
Q4 		$452K Buy
+3,715
New +$365K 0.1% 46

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Merit Financial Group's RSP Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q2 2026, buying an estimated $5.53M and bringing the position to 114,293 shares worth $24.3M. The position accounts for 0.15% of the portfolio, ranked #123.

Merit Financial Group first reported a position in RSP in Q4 2017 and has held it in 24 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Merit Financial Group held 114,293 shares of Invesco S&P 500 Equal Weight ETF worth $24.3M as of Q2 2026.
  • Merit Financial Group bought 27,011 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.53M.
  • Invesco S&P 500 Equal Weight ETF made up 0.15% of Merit Financial Group's portfolio in Q2 2026, its #123 holding.
  • Merit Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 24 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.