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

Symphony Financial Services’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 		$377K Hold
1,770
– – 0.17% 66
2026
Q1 		$340K Sell
1,770
-324
-15% -$64.2K 0.17% 69
2025
Q4 		$401K Buy
2,094
+770
+58% +$146K 0.21% 62
2025
Q3 		$251K Buy
1,324
+211
+19% +$39.3K 0.14% 84
2025
Q2 		$200K Buy
+1,113
New +$192K 0.12% 85
2025
Q1 		– Sell
-1,151
Closed -$202K – 91
2024
Q4 		$202K Buy
+1,151
New +$208K 0.16% 75
2024
Q3 		– Sell
-1,100
Closed -$358K – 89
2024
Q2 		$358K Buy
+1,100
New +$181K 0.31% 53

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Symphony Financial Services's RSP Position: Q2 2026 in Review

Symphony Financial Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,770 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #66.

Symphony Financial Services first reported a position in RSP in Q2 2024 and has held it in 7 quarters since. The position peaked at $401K in Q4 2025. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Symphony Financial Services held 1,770 shares of Invesco S&P 500 Equal Weight ETF worth $377K as of Q2 2026.
  • Symphony Financial Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Symphony Financial Services's portfolio in Q2 2026, its #66 holding.
  • Symphony Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 7 quarters since.
  • Symphony Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $401K in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.