SYM Financial Corp
RSP icon

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
Q3 		$312K Buy
1,498
+200
+15% +$43.2K 0.02% 275
2026
Q2 		$276K Buy
1,298
+46
+4% +$9.41K 0.02% 275
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

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

SYM Financial Corp's RSP Position: Q3 2026 in Review

SYM Financial Corp increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q3 2026, buying an estimated $43.2K and bringing the position to 1,498 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #275.

SYM Financial Corp first reported a position in RSP in Q3 2023 and has held it in 13 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • SYM Financial Corp held 1,498 shares of Invesco S&P 500 Equal Weight ETF worth $312K as of Q3 2026.
  • SYM Financial Corp bought 200 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $43.2K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #275 holding.
  • SYM Financial Corp first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.