Precedent Wealth Partners
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Precedent Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Precedent Wealth Partners’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 		$9.39M Buy
45,157
+13,986
+45% +$3.02M 1.44% 17
2026
Q2 		$6.63M Sell
31,171
-545
-2% -$112K 1.1% 21
2026
Q1 		$6.09M Buy
31,716
+727
+2% +$144K 1.22% 18
2025
Q4 		$5.94M Sell
30,989
-6,782
-18% -$1.29M 1.25% 20
2025
Q3 		$7.17M Buy
37,771
+4,803
+15% +$895K 1.58% 15
2025
Q2 		$5.99M Buy
32,968
+5,694
+21% +$983K 1.47% 15
2025
Q1 		$4.72M Buy
27,274
+9,608
+54% +$1.71M 1.31% 20
2024
Q4 		$3.1M Buy
17,666
+1,528
+9% +$276K 1.01% 24
2024
Q3 		$2.89M Buy
+16,138
New +$2.76M 0.95% 30

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Precedent Wealth Partners's RSP Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q3 2026, buying an estimated $3.02M and bringing the position to 45,157 shares worth $9.39M. The position accounts for 1.44% of the portfolio, ranked #17.

Precedent Wealth Partners first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Precedent Wealth Partners held 45,157 shares of Invesco S&P 500 Equal Weight ETF worth $9.39M as of Q3 2026.
  • Precedent Wealth Partners bought 13,986 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.02M.
  • Invesco S&P 500 Equal Weight ETF made up 1.44% of Precedent Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Precedent Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.