Prism Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Prism Advisors’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	$11.8M	Sell	55,913 -3,963	-7%	-$856K	2.97%	15
2026 Q2	$12.7M	Buy	59,876 +497	+0.8%	+$102K	3.1%	13
2026 Q1	$11.4M	Buy	59,379 +5,683	+11%	+$1.13M	3.04%	14
2025 Q4	$10.3M	Buy	53,696 +6,603	+14%	+$1.25M	2.74%	14
2025 Q3	$8.93M	Buy	47,093 +1,422	+3%	+$265K	2.41%	16
2025 Q2	$8.3M	Sell	45,671 -18,860	-29%	-$3.26M	2.36%	19
2025 Q1	$11.2M	Sell	64,531 -2,548	-4%	-$453K	3.44%	12
2024 Q4	$11.8M	Sell	67,079 -1,567	-2%	-$283K	3.52%	11
2024 Q3	$12.3M	Sell	68,646 -5,432	-7%	-$928K	3.52%	11
2024 Q2	$12.2M	Sell	74,078 -4,800	-6%	-$790K	3.69%	10
2024 Q1	$13.4M	Buy	+78,878	New	+$12.7M	4.01%	9

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

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

Prism Advisors's RSP Position: Q3 2026 in Review

Prism Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.6% in Q3 2026, selling an estimated $856K and leaving 55,913 shares worth $11.8M. The position accounts for 2.97% of the portfolio, ranked #15.

Prism Advisors first reported a position in RSP in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.4M in Q1 2024. 516 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Prism Advisors held 55,913 shares of Invesco S&P 500 Equal Weight ETF worth $11.8M as of Q3 2026.
Prism Advisors sold 3,963 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $856K.
Invesco S&P 500 Equal Weight ETF made up 2.97% of Prism Advisors's portfolio in Q3 2026, its #15 holding.
Prism Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 11 quarters since.
Prism Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $13.4M in Q1 2024.
516 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.