Retirement Financial Solutions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Retirement Financial Solutions’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	$13.5M	Buy	65,137 +1,689	+3%	+$365K	3.2%	16
2026 Q2	$13.5M	Buy	63,448 +4,553	+8%	+$932K	3.32%	15
2026 Q1	$11.3M	Buy	58,895 +676	+1%	+$134K	3.23%	13
2025 Q4	$11.2M	Buy	58,219 +5,164	+10%	+$980K	3.26%	14
2025 Q3	$10.1M	Buy	53,055 +7,043	+15%	+$1.31M	3.15%	15
2025 Q2	$8.36M	Buy	46,012 +10,011	+28%	+$1.73M	2.94%	16
2025 Q1	$6.24M	Buy	+36,001	New	+$6.4M	2.43%	16

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Retirement Financial Solutions's RSP Position: Q3 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q3 2026, buying an estimated $365K and bringing the position to 65,137 shares worth $13.5M. The position accounts for 3.2% of the portfolio, ranked #16.

Retirement Financial Solutions first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Retirement Financial Solutions held 65,137 shares of Invesco S&P 500 Equal Weight ETF worth $13.5M as of Q3 2026.
Retirement Financial Solutions bought 1,689 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $365K.
Invesco S&P 500 Equal Weight ETF made up 3.2% of Retirement Financial Solutions's portfolio in Q3 2026, its #16 holding.
Retirement Financial Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.