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 Q3	$780K	Hold	3,750	–	–	0.35%	49
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

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 Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Meriwether Wealth & Planning's RSP Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 3,750 shares worth $780K. The position accounts for 0.35% of the portfolio, ranked #49.

Meriwether Wealth & Planning first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $798K in Q2 2026. 608 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Meriwether Wealth & Planning held 3,750 shares of Invesco S&P 500 Equal Weight ETF worth $780K as of Q3 2026.
Meriwether Wealth & Planning left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #49 holding.
Meriwether Wealth & Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Invesco S&P 500 Equal Weight ETF position peaked at $798K in Q2 2026.
608 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.