Peak Financial Management
RSP icon

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
Q3 		$21.1M Buy
101,391
+2,249
+2% +$486K 4.78% 4
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

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
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
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
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Peak Financial Management's RSP Position: Q3 2026 in Review

Peak Financial Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q3 2026, buying an estimated $486K and bringing the position to 101,391 shares worth $21.1M. The position accounts for 4.78% of the portfolio, ranked #4.

Peak Financial Management first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.1M in Q2 2026. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Peak Financial Management held 101,391 shares of Invesco S&P 500 Equal Weight ETF worth $21.1M as of Q3 2026.
  • Peak Financial Management bought 2,249 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $486K.
  • Invesco S&P 500 Equal Weight ETF made up 4.78% of Peak Financial Management's portfolio in Q3 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 9 quarters since.
  • Peak Financial Management's Invesco S&P 500 Equal Weight ETF position peaked at $21.1M in Q2 2026.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.