PlanVest Financial
RSP icon

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

PlanVest 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 		$2.13K Hold
10
– – ﹤0.01% 518
2026
Q2 		$2.17K Hold
10
– – ﹤0.01% 513
2026
Q1 		$1.95K Buy
+10
New +$1.98K ﹤0.01% 492

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

PlanVest Financial's RSP Position: Q3 2026 in Review

PlanVest Financial held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 10 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

PlanVest Financial first reported a position in RSP in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.17K in Q2 2026. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • PlanVest Financial held 10 shares of Invesco S&P 500 Equal Weight ETF worth $2.13K as of Q3 2026.
  • PlanVest Financial left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q3 2026, its #518 holding.
  • PlanVest Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Invesco S&P 500 Equal Weight ETF position peaked at $2.17K in Q2 2026.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.