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Sherrill & Hutchins Financial Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$668K Buy
3,141
+34
+1% +$6.96K 0.32% 11
2026
Q1 		$596K Hold
3,107
– – 0.35% 10
2025
Q4 		$595K Buy
3,107
+23
+0.7% +$4.37K 0.42% 10
2025
Q3 		$585K Buy
3,084
+18
+0.6% +$3.35K 0.42% 10
2025
Q2 		$557K Hold
3,066
– – 0.43% 9
2025
Q1 		$531K Buy
3,066
+14
+0.5% +$2.49K 0.45% 8
2024
Q4 		$535K Sell
3,052
-7
-0.2% -$1.27K 0.47% 9
2024
Q3 		$548K Buy
3,059
+12
+0.4% +$2.05K 0.47% 8
2024
Q2 		$501K Buy
+3,047
New +$501K 0.45% 9

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's RSP Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, buying an estimated $6.96K and bringing the position to 3,141 shares worth $668K. The position accounts for 0.32% of the portfolio, ranked #11.

Sherrill & Hutchins Financial Advisory first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 1,084 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 3,141 shares of Invesco S&P 500 Equal Weight ETF worth $668K as of Q2 2026.
  • Sherrill & Hutchins Financial Advisory bought 34 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.96K.
  • Invesco S&P 500 Equal Weight ETF made up 0.32% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #11 holding.
  • Sherrill & Hutchins Financial Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.