Sound Income Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sound Income Strategies’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	$626K	Buy	2,953 +146	+5%	+$31.6K	0.03%	256
2026 Q2	$597K	Sell	2,807 -31	-1%	-$6.34K	0.03%	268
2026 Q1	$546K	Buy	2,838 +162	+6%	+$32.1K	0.03%	240
2025 Q4	$533K	Buy	2,676 +2,020	+308%	+$383K	0.03%	243
2025 Q3	$124K	Sell	656 -825	-56%	-$154K	0.01%	369
2025 Q2	$269K	Sell	1,481 -20	-1%	-$3.45K	0.02%	238
2025 Q1	$260K	Buy	1,501 +260	+21%	+$46.2K	0.02%	241
2024 Q4	$217K	Sell	1,241 -9	-0.7%	-$1.63K	0.01%	234
2024 Q3	$224K	Sell	1,250 -1,936	-61%	-$331K	0.01%	232
2024 Q2	$523K	Sell	3,186 -2,730	-46%	-$449K	0.03%	159
2024 Q1	$1M	Sell	5,916 -16,580	-74%	-$2.66M	0.07%	127
2023 Q4	$3.55M	Buy	22,496 +22,255	+9,234%	+$3.23M	0.3%	82
2023 Q3	$34.1K	Buy	241 +39	+19%	+$5.83K	﹤0.01%	350
2023 Q2	$30.2K	Hold	202	–	–	﹤0.01%	368
2023 Q1	$29.2K	Sell	202 -191	-49%	-$28K	﹤0.01%	360
2022 Q4	$55.5K	Buy	393 +318	+424%	+$44.5K	0.01%	249
2022 Q3	$10K	Hold	75	–	–	﹤0.01%	466
2022 Q2	$10K	Hold	75	–	–	﹤0.01%	470
2022 Q1	$12K	Hold	75	–	–	﹤0.01%	440
2021 Q4	$12K	Hold	75	–	–	﹤0.01%	448
2021 Q3	$11K	Hold	75	–	–	﹤0.01%	444
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	462
2021 Q1	$10.6K	Hold	75	–	–	﹤0.01%	473
2020 Q4	$10K	Hold	75	–	–	﹤0.01%	457
2020 Q3	$8K	Hold	75	–	–	﹤0.01%	462
2020 Q2	$8K	Hold	75	–	–	﹤0.01%	437
2020 Q1	$6K	Hold	75	–	–	﹤0.01%	433
2019 Q4	$9K	Buy	+75	New	+$8.33K	﹤0.01%	355

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies's RSP Position: Q3 2026 in Review

Sound Income Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.2% in Q3 2026, buying an estimated $31.6K and bringing the position to 2,953 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #256.

Sound Income Strategies first reported a position in RSP in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.55M in Q4 2023. 397 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Sound Income Strategies held 2,953 shares of Invesco S&P 500 Equal Weight ETF worth $626K as of Q3 2026.
Sound Income Strategies bought 146 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $31.6K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Sound Income Strategies's portfolio in Q3 2026, its #256 holding.
Sound Income Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 28 quarters since.
Sound Income Strategies's Invesco S&P 500 Equal Weight ETF position peaked at $3.55M in Q4 2023.
397 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.