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

Summit Financial’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 Q1	$29.3M	Buy	152,920 +1,154	+0.8%	+$229K	0.37%	50
2025 Q4	$29.1M	Sell	151,766 -25,558	-14%	-$4.85M	0.43%	41
2025 Q3	$33.6M	Buy	177,324 +6,430	+4%	+$1.2M	0.51%	31
2025 Q2	$31.1M	Buy	170,894 +23,628	+16%	+$4.08M	0.7%	23
2025 Q1	$25.5M	Buy	147,266 +95,283	+183%	+$16.9M	0.71%	25
2024 Q4	$9.11M	Buy	51,983 +8,700	+20%	+$1.57M	0.32%	57
2024 Q3	$7.75M	Buy	43,283 +1,487	+4%	+$254K	0.3%	58
2024 Q2	$6.87M	Buy	41,796 +5,887	+16%	+$968K	0.31%	53
2024 Q1	$6.08M	Buy	35,909 +1,479	+4%	+$238K	0.36%	38
2023 Q4	$5.43M	Sell	34,430 -25,165	-42%	-$3.66M	0.36%	38
2023 Q3	$8.44M	Buy	59,595 +896	+2%	+$134K	0.62%	21
2023 Q2	$8.78M	Buy	+58,699	New	+$8.46M	0.64%	18

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Summit Financial's RSP Position: Q1 2026 in Review

Summit Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.76% in Q1 2026, buying an estimated $229K and bringing the position to 152,920 shares worth $29.3M. The position accounts for 0.37% of the portfolio, ranked #50.

Summit Financial first reported a position in RSP in Q2 2023 and has held it in 12 quarters since. The position peaked at $33.6M in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Summit Financial held 152,920 shares of Invesco S&P 500 Equal Weight ETF worth $29.3M as of Q1 2026.
Summit Financial bought 1,154 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $229K.
Invesco S&P 500 Equal Weight ETF made up 0.37% of Summit Financial's portfolio in Q1 2026, its #50 holding.
Summit Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 12 quarters since.
Summit Financial's Invesco S&P 500 Equal Weight ETF position peaked at $33.6M in Q3 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.