Refined Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Refined Wealth Management’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	$15.1M	Buy	72,717 +6,723	+10%	+$1.45M	8.47%	3
2026 Q2	$14M	Buy	65,994 +444	+0.7%	+$90.9K	8.47%	3
2026 Q1	$12.6M	Buy	65,550 +62,388	+1,973%	+$12.4M	7.94%	3
2025 Q4	$606K	Buy	+3,162	New	+$600K	0.41%	25

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

Refined Wealth Management's RSP Position: Q3 2026 in Review

Refined Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q3 2026, buying an estimated $1.45M and bringing the position to 72,717 shares worth $15.1M. The position accounts for 8.47% of the portfolio, ranked #3.

Refined Wealth Management first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. 516 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Refined Wealth Management held 72,717 shares of Invesco S&P 500 Equal Weight ETF worth $15.1M as of Q3 2026.
Refined Wealth Management bought 6,723 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.45M.
Invesco S&P 500 Equal Weight ETF made up 8.47% of Refined Wealth Management's portfolio in Q3 2026, its #3 holding.
Refined Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
516 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.