Private Wealth Group
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Private Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Private Wealth Group’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 		$12.5M Buy
59,946
+2,210
+4% +$478K 4.75% 5
2026
Q2 		$12.3M Buy
57,736
+10,587
+22% +$2.17M 4.74% 5
2026
Q1 		$9.05M Buy
47,149
+1,789
+4% +$355K 4.22% 6
2025
Q4 		$8.69M Buy
45,360
+1,398
+3% +$265K 4.17% 6
2025
Q3 		$8.34M Sell
43,962
-4,098
-9% -$764K 4.15% 6
2025
Q2 		$8.73M Sell
48,060
-1,863
-4% -$322K 4.65% 5
2025
Q1 		$8.65M Sell
49,923
-1,086
-2% -$193K 5.08% 3
2024
Q4 		$8.94M Buy
51,009
+2,122
+4% +$384K 4.37% 5
2024
Q3 		$8.76M Sell
48,887
-987
-2% -$169K 4.38% 5
2024
Q2 		$8.19M Buy
49,874
+285
+0.6% +$46.9K 4.3% 5
2024
Q1 		$8.4M Sell
49,589
-880
-2% -$141K 4.35% 5
2023
Q4 		$7.96M Sell
50,469
-6,440
-11% -$936K 4.52% 5
2023
Q3 		$8.06M Buy
+56,909
New +$8.5M 5.28% 6

Other funds holding RSP

Japan Science & Technology Agency
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Private Wealth Group's RSP Position: Q3 2026 in Review

Private Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.8% in Q3 2026, buying an estimated $478K and bringing the position to 59,946 shares worth $12.5M. The position accounts for 4.75% of the portfolio, ranked #5.

Private Wealth Group first reported a position in RSP in Q3 2023 and has held it in 13 quarters since. 995 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Private Wealth Group held 59,946 shares of Invesco S&P 500 Equal Weight ETF worth $12.5M as of Q3 2026.
  • Private Wealth Group bought 2,210 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $478K.
  • Invesco S&P 500 Equal Weight ETF made up 4.75% of Private Wealth Group's portfolio in Q3 2026, its #5 holding.
  • Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 13 quarters since.
  • 995 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.