Plan A Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Plan A Wealth’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	$763K	Buy	3,668 +912	+33%	+$197K	0.27%	51
2026 Q2	$586K	Buy	2,756 +119	+5%	+$24.4K	0.25%	68
2026 Q1	$506K	Sell	2,637 -14	-0.5%	-$2.77K	0.24%	70
2025 Q4	$508K	Buy	2,651 +1,273	+92%	+$242K	0.25%	68
2025 Q3	$261K	Buy	+1,378	New	+$257K	0.13%	128

Other funds holding RSP

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BSB

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's RSP Position: Q3 2026 in Review

Plan A Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q3 2026, buying an estimated $197K and bringing the position to 3,668 shares worth $763K. The position accounts for 0.27% of the portfolio, ranked #51.

Plan A Wealth first reported a position in RSP in Q3 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Plan A Wealth held 3,668 shares of Invesco S&P 500 Equal Weight ETF worth $763K as of Q3 2026.
Plan A Wealth bought 912 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $197K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of Plan A Wealth's portfolio in Q3 2026, its #51 holding.
Plan A Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.