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 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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Precedent Wealth Partners's RSP Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 31,171 shares worth $6.63M. The position accounts for 1.1% of the portfolio, ranked #21.

Precedent Wealth Partners first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.17M in Q3 2025. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Precedent Wealth Partners held 31,171 shares of Invesco S&P 500 Equal Weight ETF worth $6.63M as of Q2 2026.
Precedent Wealth Partners sold 545 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $112K.
Invesco S&P 500 Equal Weight ETF made up 1.1% of Precedent Wealth Partners's portfolio in Q2 2026, its #21 holding.
Precedent Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Precedent Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $7.17M in Q3 2025.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.