Summit Financial Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Summit Financial Wealth Advisors’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	$1.02M	Hold	4,783	–	–	0.13%	79
2026 Q1	$918K	Buy	4,783 +1,371	+40%	+$272K	0.13%	79
2025 Q4	$654K	Hold	3,412	–	–	0.09%	93
2025 Q3	$649K	Sell	3,412 -45	-1%	-$8.38K	0.1%	88
2025 Q2	$628K	Sell	3,457 -17,535	-84%	-$3.03M	0.11%	85
2025 Q1	$3.64M	Sell	20,992 -79	-0.4%	-$14K	0.72%	31
2024 Q4	$3.8M	Sell	21,071 -613	-3%	-$111K	0.74%	31
2024 Q3	$3.88M	Sell	21,684 -23	-0.1%	-$3.93K	0.73%	33
2024 Q2	$3.57M	Hold	21,707	–	–	0.72%	29
2024 Q1	$3.68M	Sell	21,707 -78	-0.4%	-$12.5K	0.74%	32
2023 Q4	$3.44M	Hold	21,785	–	–	0.78%	31
2023 Q3	$3.06M	Hold	21,785	–	–	0.75%	31
2023 Q2	$3.26M	Hold	21,785	–	–	0.75%	31
2023 Q1	$3.15M	Sell	21,785 -197	-0.9%	-$28.8K	0.75%	31
2022 Q4	$3.1M	Buy	+21,982	New	+$3.07M	0.75%	32

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Summit Financial Wealth Advisors's RSP Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 4,783 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #79.

Summit Financial Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q3 2024. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Summit Financial Wealth Advisors held 4,783 shares of Invesco S&P 500 Equal Weight ETF worth $1.02M as of Q2 2026.
Summit Financial Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Summit Financial Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Summit Financial Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.88M in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.