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

Rockwood 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
Q2 		$217K Buy
+1,018
New +$208K 0.01% 125
2024
Q3 		– Sell
-1,471
Closed -$242K – 93
2024
Q2 		$242K Buy
1,471
+100
+7% +$16.4K 0.03% 76
2024
Q1 		$232K Hold
1,371
– – 0.03% 75
2023
Q4 		$216K Buy
+1,371
New +$199K 0.03% 71

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Rockwood Wealth Management's RSP Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,018 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in RSP as recently as Q2 2024.

Rockwood Wealth Management first reported a position in RSP in Q4 2023 and has held it in 4 quarters since. The position peaked at $242K in Q2 2024. 637 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Rockwood Wealth Management held 1,018 shares of Invesco S&P 500 Equal Weight ETF worth $217K as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Rockwood Wealth Management position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Rockwood Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 4 quarters since.
  • Rockwood Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $242K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.