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

Roth 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 		$23M Sell
110,735
-2,742
-2% -$593K 6.88% 5
2026
Q2 		$24.1M Buy
113,477
+3,632
+3% +$743K 7.18% 5
2026
Q1 		$21.1M Sell
109,845
-4,083
-4% -$809K 7.19% 5
2025
Q4 		$21.8M Buy
113,928
+5,008
+5% +$951K 7.2% 5
2025
Q3 		$20.7M Buy
108,920
+9,592
+10% +$1.79M 6.96% 5
2025
Q2 		$18M Buy
99,328
+802
+0.8% +$138K 6.51% 6
2025
Q1 		$17.1M Buy
98,526
+915
+0.9% +$163K 6.74% 5
2024
Q4 		$17.1M Sell
97,611
-1,024
-1% -$185K 6.81% 5
2024
Q3 		$17.7M Buy
98,635
+2,397
+2% +$409K 7.06% 5
2024
Q2 		$15.8M Sell
96,238
-1,283
-1% -$211K 6.82% 5
2024
Q1 		$16.5M Buy
97,521
+10,156
+12% +$1.63M 7.31% 5
2023
Q4 		$13.8M Buy
87,365
+3,929
+5% +$571K 7.06% 5
2023
Q3 		$11.8M Buy
83,436
+175
+0.2% +$26.1K 7.4% 5
2023
Q2 		$12.5M Buy
83,261
+1,925
+2% +$277K 7.81% 5
2023
Q1 		$11.8M Buy
81,336
+1,107
+1% +$162K 7.83% 5
2022
Q4 		$11.3M Buy
80,229
+3,404
+4% +$476K 8.19% 5
2022
Q3 		$9.78M Buy
76,825
+10,306
+15% +$1.45M 7.84% 5
2022
Q2 		$8.93M Buy
66,519
+3,529
+6% +$516K 7.13% 5
2022
Q1 		$9.94M Buy
62,990
+972
+2% +$152K 7.17% 5
2021
Q4 		$10.1M Buy
62,018
+3,432
+6% +$542K 7.18% 5
2021
Q3 		$8.78M Buy
58,586
+726
+1% +$111K 6.81% 5
2021
Q2 		$8.72M Buy
57,860
+2,451
+4% +$365K 6.72% 5
2021
Q1 		$7.85M Buy
55,409
+19,723
+55% +$2.66M 6.49% 5
2020
Q4 		$4.55M Buy
+35,686
New +$4.24M 4.51% 6

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Roth Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.4% in Q3 2026, selling an estimated $593K and leaving 110,735 shares worth $23M. The position accounts for 6.88% of the portfolio, ranked #5.

Roth Financial Partners first reported a position in RSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $24.1M in Q2 2026. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Roth Financial Partners held 110,735 shares of Invesco S&P 500 Equal Weight ETF worth $23M as of Q3 2026.
  • Roth Financial Partners sold 2,742 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $593K.
  • Invesco S&P 500 Equal Weight ETF made up 6.88% of Roth Financial Partners's portfolio in Q3 2026, its #5 holding.
  • Roth Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 24 quarters since.
  • Roth Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $24.1M in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.