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

Meriwether Wealth & Planning’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	$798K	Hold	3,750	–	–	0.4%	50
2026 Q1	$720K	Sell	3,750 -250	-6%	-$49.5K	0.39%	49
2025 Q4	$766K	Hold	4,000	–	–	0.43%	46
2025 Q3	$759K	Hold	4,000	–	–	0.44%	44
2025 Q2	$727K	Hold	4,000	–	–	0.46%	42
2025 Q1	$693K	Hold	4,000	–	–	0.45%	50
2024 Q4	$701K	Buy	+4,000	New	+$723K	0.5%	45

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

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

VFA

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Meriwether Wealth & Planning's RSP Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,750 shares worth $798K. The position accounts for 0.4% of the portfolio, ranked #50.

Meriwether Wealth & Planning first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Meriwether Wealth & Planning held 3,750 shares of Invesco S&P 500 Equal Weight ETF worth $798K as of Q2 2026.
Meriwether Wealth & Planning left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.4% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #50 holding.
Meriwether Wealth & Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.