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

Sard Wealth Management Group’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	$19.6M	Buy	94,437 +1,482	+2%	+$320K	7.87%	5
2026 Q2	$19.8M	Buy	92,955 +2,813	+3%	+$576K	9.46%	4
2026 Q1	$17.3M	Buy	90,142 +61	+0.1%	+$12.1K	9.41%	4
2025 Q4	$17.3M	Buy	90,081 +760	+0.9%	+$144K	9.47%	4
2025 Q3	$16.9M	Buy	89,321 +1,510	+2%	+$281K	9.67%	4
2025 Q2	$16M	Buy	87,811 +1,101	+1%	+$190K	9.84%	4
2025 Q1	$15M	Buy	86,710 +1,785	+2%	+$317K	10.07%	4
2024 Q4	$14.9M	Sell	84,925 -25	-0%	-$4.52K	9.99%	4
2024 Q3	$15.2M	Buy	84,950 +683	+0.8%	+$117K	10.06%	3
2024 Q2	$13.8M	Buy	84,267 +57,534	+215%	+$9.46M	9.72%	4
2024 Q1	$4.53M	Buy	26,733 +6,082	+29%	+$977K	4.09%	8
2023 Q4	$3.26M	Buy	+20,651	New	+$3M	3.29%	9

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 of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Sard Wealth Management Group's RSP Position: Q3 2026 in Review

Sard Wealth Management Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q3 2026, buying an estimated $320K and bringing the position to 94,437 shares worth $19.6M. The position accounts for 7.87% of the portfolio, ranked #5.

Sard Wealth Management Group first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.8M in Q2 2026. 1,404 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Sard Wealth Management Group held 94,437 shares of Invesco S&P 500 Equal Weight ETF worth $19.6M as of Q3 2026.
Sard Wealth Management Group bought 1,482 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $320K.
Invesco S&P 500 Equal Weight ETF made up 7.87% of Sard Wealth Management Group's portfolio in Q3 2026, its #5 holding.
Sard Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Sard Wealth Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $19.8M in Q2 2026.
1,404 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.