NWF Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

NWF Advisory Services’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	$6.46M	Buy	31,071 +16,754	+117%	+$3.62M	0.6%	43
2026 Q2	$3.05M	Buy	14,317 +361	+3%	+$73.9K	0.29%	66
2026 Q1	$2.68M	Buy	13,956 +3,455	+33%	+$685K	0.3%	68
2025 Q4	$2.01M	Buy	10,501 +537	+5%	+$102K	0.22%	78
2025 Q3	$1.89M	Sell	9,964 -153	-2%	-$28.5K	0.21%	87
2025 Q2	$1.84M	Buy	10,117 +1,609	+19%	+$278K	0.22%	82
2025 Q1	$1.47M	Buy	+8,508	New	+$1.51M	0.21%	88
2024 Q4	–	Sell	-6,785	Closed	-$1.22M	–	392
2024 Q3	$1.22M	Sell	6,785 -363	-5%	-$62K	0.18%	97
2024 Q2	$1.17M	Sell	7,148 -84	-1%	-$13.8K	0.19%	89
2024 Q1	$1.22M	Buy	7,232 +1,760	+32%	+$283K	0.2%	89
2023 Q4	$864K	Buy	5,472 +624	+13%	+$90.7K	0.17%	99
2023 Q3	$687K	Buy	4,848 +527	+12%	+$78.7K	0.16%	103
2023 Q2	$647K	Hold	4,321	–	–	0.15%	117
2023 Q1	$647K	Buy	+4,321	New	+$633K	0.15%	117

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

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NWF Advisory Services's RSP Position: Q3 2026 in Review

NWF Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 117% in Q3 2026, buying an estimated $3.62M and bringing the position to 31,071 shares worth $6.46M. The position accounts for 0.6% of the portfolio, ranked #43.

NWF Advisory Services first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. 516 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

NWF Advisory Services held 31,071 shares of Invesco S&P 500 Equal Weight ETF worth $6.46M as of Q3 2026.
NWF Advisory Services bought 16,754 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.62M.
Invesco S&P 500 Equal Weight ETF made up 0.6% of NWF Advisory Services's portfolio in Q3 2026, its #43 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
516 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.