Root Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Root Financial Partners’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	$2.49M	Sell	11,963 -159	-1%	-$34.4K	0.08%	70
2026 Q2	$2.58M	Buy	12,122 +710	+6%	+$145K	0.1%	65
2026 Q1	$2.19M	Buy	11,412 +103	+0.9%	+$20.4K	0.1%	58
2025 Q4	$2.17M	Buy	11,309 +224	+2%	+$42.5K	0.11%	54
2025 Q3	$2.1M	Buy	11,085 +1,292	+13%	+$241K	0.13%	50
2025 Q2	$1.78M	Buy	9,793 +38	+0.4%	+$6.56K	0.17%	46
2025 Q1	$1.69M	Sell	9,755 -137	-1%	-$24.4K	0.18%	42
2024 Q4	$1.73M	Buy	9,892 +653	+7%	+$118K	0.21%	39
2024 Q3	$1.66M	Sell	9,239 -187	-2%	-$31.9K	0.26%	36
2024 Q2	$1.55M	Sell	9,426 -136	-1%	-$22.4K	0.36%	27
2024 Q1	$1.62M	Buy	9,562 +1,688	+21%	+$271K	0.48%	26
2023 Q4	$1.24M	Buy	+7,874	New	+$1.14M	0.47%	26

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Root Financial Partners's RSP Position: Q3 2026 in Review

Root Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q3 2026, selling an estimated $34.4K and leaving 11,963 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #70.

Root Financial Partners first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.58M in Q2 2026. 1,064 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Root Financial Partners held 11,963 shares of Invesco S&P 500 Equal Weight ETF worth $2.49M as of Q3 2026.
Root Financial Partners sold 159 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $34.4K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #70 holding.
Root Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Root Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.58M in Q2 2026.
1,064 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.