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

Riverbend 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	$3.04M	Buy	14,624 +551	+4%	+$119K	1.38%	16
2026 Q2	$2.99M	Buy	14,073 +637	+5%	+$130K	1.5%	13
2026 Q1	$2.58M	Buy	13,436 +704	+6%	+$140K	1.48%	16
2025 Q4	$2.44M	Buy	12,732 +496	+4%	+$94.2K	1.51%	15
2025 Q3	$2.32M	Sell	12,236 -33	-0.3%	-$6.15K	1.62%	15
2025 Q2	$2.23M	Sell	12,269 -649	-5%	-$112K	1.69%	14
2025 Q1	$2.24M	Sell	12,918 -584	-4%	-$104K	2%	11
2024 Q4	$2.37M	Buy	+13,502	New	+$2.44M	2.11%	11

Other funds holding RSP

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

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

Riverbend Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.9% in Q3 2026, buying an estimated $119K and bringing the position to 14,624 shares worth $3.04M. The position accounts for 1.38% of the portfolio, ranked #16.

Riverbend Wealth Management first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 1,174 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Riverbend Wealth Management held 14,624 shares of Invesco S&P 500 Equal Weight ETF worth $3.04M as of Q3 2026.
Riverbend Wealth Management bought 551 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $119K.
Invesco S&P 500 Equal Weight ETF made up 1.38% of Riverbend Wealth Management's portfolio in Q3 2026, its #16 holding.
Riverbend Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.