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

Plan Group Financial’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	$208K	Buy	+964	New	+$208K	0.04%	217

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 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 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

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

Plan Group Financial's RSP Position: Q3 2026 in Review

Plan Group Financial opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026: 964 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings.

880 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Plan Group Financial held 964 shares of Invesco S&P 500 Equal Weight ETF worth $208K as of Q3 2026.
Invesco S&P 500 Equal Weight ETF was a new Plan Group Financial position in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #217 holding.
880 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.