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

SYM Financial Corp’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	$240K	Buy	1,252 +52	+4%	+$10.3K	0.02%	272
2025 Q4	$230K	Buy	1,200 +48	+4%	+$9.11K	0.02%	284
2025 Q3	$219K	Hold	1,152	–	–	0.02%	297
2025 Q2	$209K	Buy	1,152 +1,150	+57,500%	+$198K	0.02%	301
2025 Q1	$348	Sell	2 -11	-85%	-$1.96K	﹤0.01%	352
2024 Q4	$2.28K	Buy	13 +11	+550%	+$1.99K	﹤0.01%	319
2024 Q3	$360	Sell	2 -649	-100%	-$111K	﹤0.01%	263
2024 Q2	$107K	Buy	651 +649	+32,450%	+$107K	0.02%	177
2024 Q1	$340	Hold	2	–	–	﹤0.01%	166
2023 Q4	$317	Hold	2	–	–	﹤0.01%	176
2023 Q3	$284	Buy	+2	New	+$299	﹤0.01%	185

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 $2.26B AUM 7.02% 1-Year Est. Return

SYM Financial Corp's RSP Position: Q1 2026 in Review

SYM Financial Corp increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.3% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,252 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #272.

SYM Financial Corp first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

SYM Financial Corp held 1,252 shares of Invesco S&P 500 Equal Weight ETF worth $240K as of Q1 2026.
SYM Financial Corp bought 52 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $10.3K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #272 holding.
SYM Financial Corp first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.