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

Patriot Financial Group Insurance Agency’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 		$561K Sell
2,638
-2,746
-51% -$562K 0.06% 293
2026
Q1 		$1.03M Buy
5,384
+3,552
+194% +$704K 0.06% 300
2025
Q4 		$351K Buy
1,832
+193
+12% +$36.6K 0.04% 362
2025
Q3 		$311K Sell
1,639
-139
-8% -$25.9K 0.04% 375
2025
Q2 		$323K Sell
1,778
-276
-13% -$47.6K 0.04% 391
2025
Q1 		$356K Sell
2,054
-4
-0.2% -$711 0.05% 352
2024
Q4 		$361K Sell
2,058
-16
-0.8% -$2.89K 0.05% 335
2024
Q3 		$372K Sell
2,074
-411
-17% -$70.2K 0.05% 339
2024
Q2 		$408K Sell
2,485
-433
-15% -$71.2K 0.06% 305
2024
Q1 		$494K Sell
2,918
-805
-22% -$129K 0.08% 276
2023
Q4 		$587K Sell
3,723
-1,507
-29% -$219K 0.11% 212
2023
Q3 		$741K Buy
5,230
+914
+21% +$137K 0.15% 171
2023
Q2 		$646K Buy
4,316
+2,757
+177% +$397K 0.12% 196
2023
Q1 		$225K Buy
+1,559
New +$228K 0.05% 394
2022
Q3 		– Sell
-1,909
Closed -$256K – 1633
2022
Q2 		$256K Buy
1,909
+198
+12% +$29K 0.05% 333
2022
Q1 		$269K Sell
1,711
-1
-0.1% -$156 0.05% 354
2021
Q4 		$279K Sell
1,712
-8
-0.5% -$1.26K 0.05% 375
2021
Q3 		$258K Sell
1,720
-251
-13% -$38.4K 0.05% 385
2021
Q2 		$297K Buy
1,971
+58
+3% +$8.63K 0.05% 340
2021
Q1 		$271K Buy
1,913
+434
+29% +$58.6K 0.06% 315
2020
Q4 		$189K Buy
1,479
+1,161
+365% +$138K 0.05% 360
2020
Q3 		$34K Sell
318
-80
-20% -$8.63K 0.01% 636
2020
Q2 		$41K Sell
398
-4,446
-92% -$429K 0.02% 566
2020
Q1 		$407K Sell
4,844
-475
-9% -$50.5K 0.19% 114
2019
Q4 		$615K Buy
5,319
+452
+9% +$50.2K 0.23% 87
2019
Q3 		$526K Sell
4,867
-600
-11% -$64.4K 0.24% 79
2019
Q2 		$593K Buy
5,467
+151
+3% +$16K 0.26% 64
2019
Q1 		$555K Buy
5,316
+153
+3% +$15.4K 0.28% 61
2018
Q4 		$472K Buy
5,163
+75
+1% +$7.43K 0.31% 56
2018
Q3 		$543K Buy
+5,088
New +$538K 0.32% 47
2018
Q2 		– Sell
-4,321
Closed -$420K – 863
2018
Q1 		$420K Buy
4,321
+3,231
+296% +$331K 0.31% 67
2017
Q4 		$114K Buy
1,090
+690
+173% +$67.7K 0.09% 188
2017
Q3 		$38K Hold
400
– – 0.03% 299
2017
Q2 		$37K Hold
400
– – 0.04% 296
2017
Q1 		$36K Hold
400
– – 0.04% 273
2016
Q4 		$35K Buy
+400
New +$33.8K 0.05% 274

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RSP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 51% in Q2 2026, selling an estimated $562K and leaving 2,638 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #293.

Patriot Financial Group Insurance Agency first reported a position in RSP in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.03M in Q1 2026. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,638 shares of Invesco S&P 500 Equal Weight ETF worth $561K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,746 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $562K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #293 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 36 quarters since.
  • Patriot Financial Group Insurance Agency's Invesco S&P 500 Equal Weight ETF position peaked at $1.03M in Q1 2026.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.