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

TFC Financial Management’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	$282K	Buy	1,324 +5	+0.4%	+$1.02K	0.03%	119
2026 Q1	$253K	Buy	1,319 +5	+0.4%	+$991	0.03%	115
2025 Q4	$252K	Buy	+1,314	New	+$249K	0.03%	117
2025 Q3	–	Sell	-418	Closed	-$76K	–	1043
2025 Q2	$76K	Buy	+418	New	+$72.2K	0.01%	225
2023 Q4	–	Sell	-102	Closed	-$14.5K	–	714
2023 Q3	$14.5K	Buy	+102	New	+$15.2K	﹤0.01%	313
2020 Q4	–	Sell	-39	Closed	-$4K	–	587
2020 Q3	$4K	Buy	+39	New	+$4.21K	﹤0.01%	354

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

TFC Financial Management's RSP Position: Q2 2026 in Review

TFC Financial Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.38% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,324 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #119.

TFC Financial Management first reported a position in RSP in Q3 2020 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

TFC Financial Management held 1,324 shares of Invesco S&P 500 Equal Weight ETF worth $282K as of Q2 2026.
TFC Financial Management bought 5 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.02K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #119 holding.
TFC Financial Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 6 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.