Total Wealth Planning & Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Total Wealth Planning & 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 Q3	$441K	Buy	2,118 +16	+0.8%	+$3.46K	0.33%	105
2026 Q2	$447K	Buy	2,102 +330	+19%	+$67.5K	0.3%	116
2026 Q1	$340K	Buy	1,772 +326	+23%	+$64.6K	0.25%	141
2025 Q4	$277K	Buy	+1,446	New	+$274K	0.21%	173
2025 Q2	$285K	Hold	1,566	–	–	0.23%	172
2025 Q1	$271K	Sell	1,566 -20	-1%	-$3.56K	0.26%	148
2024 Q4	$278K	Buy	+1,586	New	+$287K	0.25%	148

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Total Wealth Planning & Management's RSP Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.76% in Q3 2026, buying an estimated $3.46K and bringing the position to 2,118 shares worth $441K. The position accounts for 0.33% of the portfolio, ranked #105.

Total Wealth Planning & Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Total Wealth Planning & Management held 2,118 shares of Invesco S&P 500 Equal Weight ETF worth $441K as of Q3 2026.
Total Wealth Planning & Management bought 16 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.46K.
Invesco S&P 500 Equal Weight ETF made up 0.33% of Total Wealth Planning & Management's portfolio in Q3 2026, its #105 holding.
Total Wealth Planning & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Invesco S&P 500 Equal Weight ETF position peaked at $447K in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.