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Peak Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Peak Financial Management’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 		$21.1M Buy
99,142
+4,042
+4% +$827K 4.84% 4
2026
Q1 		$18.3M Buy
95,100
+2,998
+3% +$594K 4.63% 4
2025
Q4 		$17.6M Buy
92,102
+1,945
+2% +$369K 4.55% 4
2025
Q3 		$17.1M Buy
90,157
+3,051
+4% +$569K 4.52% 5
2025
Q2 		$15.8M Buy
87,106
+4,195
+5% +$724K 4.5% 5
2025
Q1 		$14.4M Buy
82,911
+7,195
+10% +$1.28M 4.3% 5
2024
Q4 		$13.3M Buy
75,716
+3,338
+5% +$604K 3.97% 5
2024
Q3 		$13M Buy
+72,378
New +$12.4M 3.81% 5

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

Peak Financial Management's RSP Position: Q2 2026 in Review

Peak Financial Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.3% in Q2 2026, buying an estimated $827K and bringing the position to 99,142 shares worth $21.1M. The position accounts for 4.84% of the portfolio, ranked #4.

Peak Financial Management first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Peak Financial Management held 99,142 shares of Invesco S&P 500 Equal Weight ETF worth $21.1M as of Q2 2026.
  • Peak Financial Management bought 4,042 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $827K.
  • Invesco S&P 500 Equal Weight ETF made up 4.84% of Peak Financial Management's portfolio in Q2 2026, its #4 holding.
  • Peak Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.