Milestone Asset Management Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Milestone Asset Management 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	$2.65M	Buy	12,743 +824	+7%	+$178K	1.22%	28
2026 Q2	$2.54M	Sell	11,919 -167	-1%	-$34.2K	1.28%	26
2026 Q1	$2.32M	Buy	12,086 +512	+4%	+$101K	1.36%	27
2025 Q4	$2.22M	Buy	11,574 +1,089	+10%	+$207K	1.25%	26
2025 Q3	$1.99M	Buy	10,485 +270	+3%	+$50.3K	1.25%	25
2025 Q2	$1.86M	Buy	10,215 +87	+0.9%	+$15K	1.37%	24
2025 Q1	$1.75M	Buy	10,128 +739	+8%	+$131K	1.59%	19
2024 Q4	$1.65M	Buy	+9,389	New	+$1.7M	1.47%	24

Other funds holding RSP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Milestone Asset Management Group's RSP Position: Q3 2026 in Review

Milestone Asset Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.9% in Q3 2026, buying an estimated $178K and bringing the position to 12,743 shares worth $2.65M. The position accounts for 1.22% of the portfolio, ranked #28.

Milestone Asset Management Group first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Milestone Asset Management Group held 12,743 shares of Invesco S&P 500 Equal Weight ETF worth $2.65M as of Q3 2026.
Milestone Asset Management Group bought 824 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $178K.
Invesco S&P 500 Equal Weight ETF made up 1.22% of Milestone Asset Management Group's portfolio in Q3 2026, its #28 holding.
Milestone Asset Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.