NFP Retirement Inc
RSP icon

NFP Retirement Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NFP Retirement Inc’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 		$1.65M Sell
7,938
-152
-2% -$32.8K 0.09% 122
2026
Q2 		$1.72M Buy
8,090
+3,054
+61% +$625K 0.09% 115
2026
Q1 		$966K Hold
5,036
– – 0.06% 142
2025
Q4 		$965K Buy
5,036
+12
+0.2% +$2.28K 0.06% 138
2025
Q3 		$953K Sell
5,024
-6
-0.1% -$1.12K 0.06% 137
2025
Q2 		$914K Sell
5,030
-8
-0.2% -$1.38K 0.06% 145
2025
Q1 		$873K Buy
5,038
+309
+7% +$54.9K 0.07% 129
2024
Q4 		$829K Sell
4,729
-19
-0.4% -$3.44K 0.07% 138
2024
Q3 		$851K Sell
4,748
-100
-2% -$17.1K 0.07% 134
2024
Q2 		$796K Sell
4,848
-139
-3% -$22.9K 0.07% 138
2024
Q1 		$845K Sell
4,987
-600
-11% -$96.3K 0.07% 128
2023
Q4 		$882K Buy
5,587
+801
+17% +$116K 0.15% 105
2023
Q3 		$678K Hold
4,786
– – 0.13% 118
2023
Q2 		$716K Sell
4,786
-50
-1% -$7.2K 0.13% 115
2023
Q1 		$699K Sell
4,836
-175
-3% -$25.6K 0.14% 122
2022
Q4 		$708K Hold
5,011
– – 0.16% 115
2022
Q3 		$638K Sell
5,011
-1,240
-20% -$175K 0.16% 112
2022
Q2 		$839K Sell
6,251
-100
-2% -$14.6K 0.21% 89
2022
Q1 		$1M Buy
+6,351
New +$990K 0.24% 83

Other funds holding RSP

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NFP Retirement Inc's RSP Position: Q3 2026 in Review

NFP Retirement Inc reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q3 2026, selling an estimated $32.8K and leaving 7,938 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #122.

NFP Retirement Inc first reported a position in RSP in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.72M in Q2 2026. 1,982 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • NFP Retirement Inc held 7,938 shares of Invesco S&P 500 Equal Weight ETF worth $1.65M as of Q3 2026.
  • NFP Retirement Inc sold 152 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $32.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of NFP Retirement Inc's portfolio in Q3 2026, its #122 holding.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 19 quarters since.
  • NFP Retirement Inc's Invesco S&P 500 Equal Weight ETF position peaked at $1.72M in Q2 2026.
  • 1,982 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.