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Rhodes Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Rhodes Investment Advisors’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 		$794K Buy
3,817
+31
+0.8% +$6.7K 0.56% 54
2026
Q2 		$806K Sell
3,786
-100
-3% -$20.5K 0.59% 52
2026
Q1 		$746K Buy
3,886
+43
+1% +$8.52K 0.64% 48
2025
Q4 		$736K Buy
+3,843
New +$730K 0.6% 53

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Rhodes Investment Advisors's RSP Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.82% in Q3 2026, buying an estimated $6.7K and bringing the position to 3,817 shares worth $794K. The position accounts for 0.56% of the portfolio, ranked #54.

Rhodes Investment Advisors first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $806K in Q2 2026. 87 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Rhodes Investment Advisors held 3,817 shares of Invesco S&P 500 Equal Weight ETF worth $794K as of Q3 2026.
  • Rhodes Investment Advisors bought 31 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $6.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.56% of Rhodes Investment Advisors's portfolio in Q3 2026, its #54 holding.
  • Rhodes Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $806K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.