Midwest Financial Group
RSP icon

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

Midwest 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
Q3 		$503K Buy
2,416
+171
+8% +$37K 0.17% 92
2026
Q2 		$478K Buy
2,245
+401
+22% +$82.1K 0.17% 91
2026
Q1 		$354K Buy
+1,844
New +$365K 0.15% 93

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Midwest Financial Group's RSP Position: Q3 2026 in Review

Midwest Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.6% in Q3 2026, buying an estimated $37K and bringing the position to 2,416 shares worth $503K. The position accounts for 0.17% of the portfolio, ranked #92.

Midwest Financial Group first reported a position in RSP in Q1 2026 and has held it in 3 quarters since. 1,469 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Midwest Financial Group held 2,416 shares of Invesco S&P 500 Equal Weight ETF worth $503K as of Q3 2026.
  • Midwest Financial Group bought 171 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $37K.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Midwest Financial Group's portfolio in Q3 2026, its #92 holding.
  • Midwest Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.