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

Summit Wealth Partners’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 		$1.3M Buy
6,101
+4
+0.1% +$819 0.18% 85
2026
Q1 		$1.17M Buy
6,097
+690
+13% +$137K 0.19% 92
2025
Q4 		$1.04M Buy
5,407
+108
+2% +$20.5K 0.19% 77
2025
Q3 		$1.01M Sell
5,299
-66
-1% -$12.3K 0.18% 85
2025
Q2 		$975K Buy
5,365
+114
+2% +$19.7K 0.19% 82
2025
Q1 		$910K Sell
5,251
-263
-5% -$46.8K 0.18% 83
2024
Q4 		$966K Sell
5,514
-1,076
-16% -$195K 0.2% 83
2024
Q3 		$1.18M Buy
6,590
+494
+8% +$84.4K 0.23% 83
2024
Q2 		$1M Buy
6,096
+12
+0.2% +$1.97K 0.21% 83
2024
Q1 		$1.03M Sell
6,084
-110
-2% -$17.7K 0.22% 77
2023
Q4 		$977K Buy
6,194
+412
+7% +$59.9K 0.23% 71
2023
Q3 		$819K Sell
5,782
-155
-3% -$23.2K 0.21% 76
2023
Q2 		$888K Sell
5,937
-397
-6% -$57.2K 0.22% 73
2023
Q1 		$916K Sell
6,334
-415
-6% -$60.8K 0.24% 68
2022
Q4 		$953K Sell
6,749
-95
-1% -$13.3K 0.25% 64
2022
Q3 		$871K Buy
6,844
+484
+8% +$68.3K 0.25% 63
2022
Q2 		$854K Buy
6,360
+779
+14% +$114K 0.23% 60
2022
Q1 		$880K Buy
5,581
+532
+11% +$83K 0.2% 64
2021
Q4 		$822K Sell
5,049
-3
-0.1% -$474 0.18% 65
2021
Q3 		$757K Sell
5,052
-232
-4% -$35.5K 0.18% 67
2021
Q2 		$796K Sell
5,284
-340
-6% -$50.6K 0.19% 65
2021
Q1 		$797K Sell
5,624
-513
-8% -$69.2K 0.2% 61
2020
Q4 		$783K Sell
6,137
-2,407
-28% -$286K 0.21% 65
2020
Q3 		$924K Buy
8,544
+85
+1% +$9.17K 0.28% 58
2020
Q2 		$861K Buy
8,459
+3,519
+71% +$339K 0.28% 60
2020
Q1 		$415K Sell
4,940
-498
-9% -$52.9K 0.17% 69
2019
Q4 		$629K Buy
+5,438
New +$604K 0.22% 59

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Summit Wealth Partners's RSP Position: Q2 2026 in Review

Summit Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.07% in Q2 2026, buying an estimated $819 and bringing the position to 6,101 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #85.

Summit Wealth Partners first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. 1,293 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Summit Wealth Partners held 6,101 shares of Invesco S&P 500 Equal Weight ETF worth $1.3M as of Q2 2026.
  • Summit Wealth Partners bought 4 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $819.
  • Invesco S&P 500 Equal Weight ETF made up 0.18% of Summit Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Summit Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.