Quantum Financial Partners
RSP icon

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

Quantum Financial 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 		$3.06M Buy
14,731
+2,906
+25% +$628K 1.58% 17
2026
Q2 		$2.52M Buy
+11,825
New +$2.42M 1.29% 19

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Eastern Bank
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Bell Bank
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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 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Quantum Financial Partners's RSP Position: Q3 2026 in Review

Quantum Financial Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q3 2026, buying an estimated $628K and bringing the position to 14,731 shares worth $3.06M. The position accounts for 1.58% of the portfolio, ranked #17.

Quantum Financial Partners first reported a position in RSP in Q2 2026 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Quantum Financial Partners held 14,731 shares of Invesco S&P 500 Equal Weight ETF worth $3.06M as of Q3 2026.
  • Quantum Financial Partners bought 2,906 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $628K.
  • Invesco S&P 500 Equal Weight ETF made up 1.58% of Quantum Financial Partners's portfolio in Q3 2026, its #17 holding.
  • Quantum Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2026 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.