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

Nations 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 		$9.13M Sell
42,929
-3,112
-7% -$637K 0.44% 51
2026
Q1 		$8.84M Buy
46,041
+3,389
+8% +$672K 0.46% 49
2025
Q4 		$8.17M Buy
42,652
+8,875
+26% +$1.68M 0.43% 47
2025
Q3 		$6.41M Sell
33,777
-164
-0.5% -$30.6K 0.4% 57
2025
Q2 		$6.17M Buy
33,941
+5,832
+21% +$1.01M 0.42% 55
2025
Q1 		$4.87M Sell
28,109
-12,554
-31% -$2.23M 0.37% 62
2024
Q4 		$7.13M Buy
40,663
+1,709
+4% +$309K 0.52% 39
2024
Q3 		$6.98M Buy
38,954
+1,611
+4% +$275K 0.51% 38
2024
Q2 		$6.13M Buy
37,343
+575
+2% +$94.6K 0.5% 37
2024
Q1 		$6.23M Sell
36,768
-421
-1% -$67.6K 0.52% 34
2023
Q4 		$5.87M Buy
37,189
+1,494
+4% +$217K 0.54% 31
2023
Q3 		$5.06M Buy
35,695
+3,686
+12% +$551K 0.51% 34
2023
Q2 		$4.79M Buy
32,009
+1,518
+5% +$219K 0.47% 37
2023
Q1 		$4.41M Buy
30,491
+880
+3% +$129K 0.46% 40
2022
Q4 		$4.18M Buy
29,611
+539
+2% +$75.4K 0.47% 40
2022
Q3 		$3.7M Sell
29,072
-384
-1% -$54.2K 0.54% 33
2022
Q2 		$3.95M Buy
29,456
+242
+0.8% +$35.4K 0.53% 38
2022
Q1 		$4.61M Sell
29,214
-525
-2% -$81.9K 0.55% 34
2021
Q4 		$4.84M Buy
29,739
+1,346
+5% +$213K 0.64% 28
2021
Q3 		$4.25M Buy
28,393
+1,037
+4% +$159K 0.65% 31
2021
Q2 		$4.12M Buy
27,356
+3,300
+14% +$491K 0.69% 24
2021
Q1 		$3.41M Buy
24,056
+1,093
+5% +$147K 0.78% 20
2020
Q4 		$2.93M Sell
22,963
-1,123
-5% -$134K 0.77% 23
2020
Q3 		$2.6M Buy
24,086
+21,594
+867% +$2.33M 0.81% 24
2020
Q2 		$254K Sell
2,492
-720
-22% -$69.4K 0.09% 226
2020
Q1 		$270K Sell
3,212
-85
-3% -$9.03K 0.12% 203
2019
Q4 		$382K Buy
3,297
+780
+31% +$86.6K 0.13% 194
2019
Q3 		$275K Hold
2,517
– – 0.1% 245
2019
Q2 		$271K Hold
2,517
– – 0.18% 142
2019
Q1 		$263K Hold
2,517
– – 0.18% 140
2018
Q4 		$230K Hold
2,517
– – 0.18% 134
2018
Q3 		$269K Hold
2,517
– – 0.19% 135
2018
Q2 		$256K Hold
2,517
– – 0.21% 132
2018
Q1 		$250K Sell
2,517
-538
-18% -$55.1K 0.23% 126
2017
Q4 		$309K Hold
3,055
– – 0.28% 108
2017
Q3 		$292K Sell
3,055
-350
-10% -$32.7K 0.28% 108
2017
Q2 		$316K Hold
3,405
– – 0.26% 114
2017
Q1 		$309K Hold
3,405
– – 0.3% 99
2016
Q4 		$295K Sell
3,405
-3,017
-47% -$255K 0.32% 96
2016
Q3 		$537K Buy
6,422
+41
+0.6% +$3.41K 0.53% 57
2016
Q2 		$513K Buy
6,381
+223
+4% +$17.7K 0.54% 56
2016
Q1 		$484K Sell
6,158
-7,682
-56% -$565K 0.56% 56
2015
Q4 		$1.06M Buy
+13,840
New +$1.07M 1.38% 15

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

Nations Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.8% in Q2 2026, selling an estimated $637K and leaving 42,929 shares worth $9.13M. The position accounts for 0.44% of the portfolio, ranked #51.

Nations Financial Group first reported a position in RSP in Q4 2015 and has held it in 43 quarters since. 695 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Nations Financial Group held 42,929 shares of Invesco S&P 500 Equal Weight ETF worth $9.13M as of Q2 2026.
  • Nations Financial Group sold 3,112 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $637K.
  • Invesco S&P 500 Equal Weight ETF made up 0.44% of Nations Financial Group's portfolio in Q2 2026, its #51 holding.
  • Nations Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 43 quarters since.
  • 695 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.