Sterling Financial Planning
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Sterling Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sterling Financial Planning’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 		$628K Hold
3,018
– – 0.17% 65
2026
Q2 		$642K Sell
3,018
-48
-2% -$9.8K 0.17% 63
2026
Q1 		$588K Sell
3,066
-20
-0.6% -$3.96K 0.17% 65
2025
Q4 		$591K Sell
3,086
-13
-0.4% -$2.47K 0.18% 66
2025
Q3 		$588K Sell
3,099
-27
-0.9% -$5.03K 0.19% 66
2025
Q2 		$568K Hold
3,126
– – 0.19% 66
2025
Q1 		$542K Sell
3,126
-39
-1% -$6.94K 0.2% 67
2024
Q4 		$555K Hold
3,165
– – 0.2% 68
2024
Q3 		$567K Sell
3,165
-51
-2% -$8.71K 0.21% 69
2024
Q2 		$528K Sell
3,216
-12
-0.4% -$1.97K 0.21% 63
2024
Q1 		$547K Sell
3,228
-10
-0.3% -$1.61K 0.22% 65
2023
Q4 		$511K Sell
3,238
-32
-1% -$4.65K 0.22% 65
2023
Q3 		$463K Hold
3,270
– – 0.24% 65
2023
Q2 		$489K Hold
3,270
– – 0.24% 64
2023
Q1 		$473K Sell
3,270
-51
-2% -$7.47K 0.26% 62
2022
Q4 		$469K Buy
3,321
+1
+0% +$140 0.28% 61
2022
Q3 		$423K Sell
3,320
-53
-2% -$7.48K 0.3% 60
2022
Q2 		$453K Buy
3,373
+3
+0.1% +$439 0.32% 56
2022
Q1 		$532K Buy
3,370
+1
+0% +$156 0.33% 52
2021
Q4 		$548K Buy
3,369
+13
+0.4% +$2.05K 0.34% 52
2021
Q3 		$503K Buy
3,356
+9
+0.3% +$1.38K 0.32% 50
2021
Q2 		$504K Sell
3,347
-737
-18% -$110K 0.33% 47
2021
Q1 		$578K Buy
4,084
+5
+0.1% +$675 0.41% 43
2020
Q4 		$520K Buy
+4,079
New +$485K 0.42% 42

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Sterling Financial Planning's RSP Position: Q3 2026 in Review

Sterling Financial Planning held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 3,018 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #65.

Sterling Financial Planning first reported a position in RSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $642K in Q2 2026. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Sterling Financial Planning held 3,018 shares of Invesco S&P 500 Equal Weight ETF worth $628K as of Q3 2026.
  • Sterling Financial Planning left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Sterling Financial Planning's portfolio in Q3 2026, its #65 holding.
  • Sterling Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 24 quarters since.
  • Sterling Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $642K in Q2 2026.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.