Retirement Planning Company of New England’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Retirement Planning Company of New England’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 Q2	$885K	Buy	4,160 +65	+2%	+$13.3K	0.32%	84
2026 Q1	$786K	Buy	4,095 +189	+5%	+$37.5K	0.32%	96
2025 Q4	$748K	Buy	3,906 +230	+6%	+$43.7K	0.3%	94
2025 Q3	$697K	Buy	3,676 +45	+1%	+$8.38K	0.28%	97
2025 Q2	$660K	Buy	3,631 +123	+4%	+$21.2K	0.29%	99
2025 Q1	$608K	Buy	3,508 +218	+7%	+$38.8K	0.3%	104
2024 Q4	$577K	Buy	3,290 +439	+15%	+$79.4K	0.28%	107
2024 Q3	$511K	Buy	2,851 +378	+15%	+$64.6K	0.25%	116
2024 Q2	$406K	Buy	2,473 +709	+40%	+$117K	0.22%	131
2024 Q1	$299K	Buy	1,764 +412	+30%	+$66.2K	0.16%	165
2023 Q4	$213K	Buy	+1,352	New	+$196K	0.1%	207
2022 Q1	–	Sell	-210	Closed	-$34K	–	730
2021 Q4	$34K	Buy	+210	New	+$33.2K	0.02%	463

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Planning Company of New England's RSP Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,160 shares worth $885K. The position accounts for 0.32% of the portfolio, ranked #84.

Retirement Planning Company of New England first reported a position in RSP in Q4 2021 and has held it in 12 quarters since. 1,562 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Retirement Planning Company of New England held 4,160 shares of Invesco S&P 500 Equal Weight ETF worth $885K as of Q2 2026.
Retirement Planning Company of New England bought 65 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $13.3K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Retirement Planning Company of New England's portfolio in Q2 2026, its #84 holding.
Retirement Planning Company of New England first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 12 quarters since.
1,562 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.