Transamerica Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.6K | Sell |
96
-1,868
| -95% | -$382K | ﹤0.01% | 869 |
|
|
2026
Q1 | $377K | Buy |
1,964
+1,948
| +12,175% | +$386K | 0.03% | 312 |
|
|
2025
Q4 | $3.15K | Sell |
16
-1
| -6% | -$190 | ﹤0.01% | 1042 |
|
|
2025
Q3 | $3.13K | Buy |
17
+2
| +13% | +$373 | ﹤0.01% | 958 |
|
|
2025
Q2 | $2.6K | Sell |
15
-2
| -12% | -$345 | ﹤0.01% | 376 |
|
|
2025
Q1 | $3K | Sell |
17
-1
| -6% | -$178 | ﹤0.01% | 386 |
|
|
2024
Q4 | $4K | Sell |
18
-31
| -63% | -$5.61K | ﹤0.01% | 366 |
|
|
2024
Q3 | $9K | Sell |
49
-11,416
| -100% | -$1.95M | ﹤0.01% | 334 |
|
|
2024
Q2 | $1.88M | Hold |
11,465
| – | – | 0.2% | 101 |
|
|
2024
Q1 | $1.94M | Sell |
11,465
-42
| -0.4% | -$6.74K | 0.2% | 107 |
|
|
2023
Q4 | $1.82M | Sell |
11,507
-5,051
| -31% | -$734K | 0.25% | 63 |
|
|
2023
Q3 | $2.35M | Sell |
16,558
-1,166
| -7% | -$174K | 0.32% | 51 |
|
|
2023
Q2 | $2.65M | Buy |
17,724
+91
| +0.5% | +$13.1K | 0.34% | 51 |
|
|
2023
Q1 | $2.55M | Buy |
17,633
+4,879
| +38% | +$714K | 0.34% | 53 |
|
|
2022
Q4 | $1.8M | Sell |
12,754
-430
| -3% | -$60.1K | 0.26% | 74 |
|
|
2022
Q3 | $1.68M | Buy |
13,184
+5,457
| +71% | +$770K | 0.25% | 67 |
|
|
2022
Q2 | $1.04M | Buy |
7,727
+7,712
| +51,413% | +$1.13M | 0.15% | 108 |
|
|
2022
Q1 | $3K | Sell |
15
-30
| -67% | -$4.68K | 0.11% | 51 |
|
|
2021
Q4 | $8K | Hold |
45
| – | – | 0.22% | 45 |
|
|
2021
Q3 | $7K | Hold |
45
| – | – | 0.2% | 46 |
|
|
2021
Q2 | $7K | Hold |
45
| – | – | 0.17% | 48 |
|
|
2021
Q1 | $7K | Hold |
45
| – | – | 0.17% | 49 |
|
|
2020
Q4 | $6K | Hold |
45
| – | – | 0.12% | 53 |
|
|
2020
Q3 | $5K | Sell |
45
-71,289
| -100% | -$7.69M | 0.09% | 53 |
|
|
2020
Q2 | $7.26M | Buy |
71,334
+71,320
| +509,429% | +$6.88M | 1.59% | 14 |
|
|
2020
Q1 | $2K | Buy |
+14
| New | +$1.49K | 0.04% | 63 |
|
|
2019
Q3 | – | Sell |
-74,727
| Closed | -$8.06M | – | 433 |
|
|
2019
Q2 | $8.06M | Buy |
+74,727
| New | +$7.91M | 1.74% | 11 |
|
|
2019
Q1 | – | Sell |
-55,572
| Closed | -$5.08M | – | 384 |
|
|
2018
Q4 | $5.08M | Buy |
55,572
+3,636
| +7% | +$360K | 1.3% | 19 |
|
|
2018
Q3 | $5.55M | Buy |
51,936
+4,303
| +9% | +$455K | 1.18% | 20 |
|
|
2018
Q2 | $4.85M | Buy |
47,633
+4,540
| +11% | +$460K | 1.07% | 25 |
|
|
2018
Q1 | $4.29M | Buy |
43,093
+5,900
| +16% | +$604K | 0.63% | 54 |
|
|
2017
Q4 | $3.76M | Sell |
37,193
-29,063
| -44% | -$2.85M | 0.5% | 65 |
|
|
2017
Q3 | $6.33M | Buy |
66,256
+15,965
| +32% | +$1.49M | 0.78% | 43 |
|
|
2017
Q2 | $4.66M | Buy |
50,291
+26,462
| +111% | +$2.43M | 0.63% | 52 |
|
|
2017
Q1 | $2.17M | Buy |
+23,829
| New | +$2.14M | 0.26% | 107 |
|
|
2015
Q3 | – | Sell |
-10,070
| Closed | -$804K | – | 906 |
|
|
2015
Q2 | $804K | Sell |
10,070
-74
| -0.7% | -$6.06K | 0.06% | 195 |
|
|
2015
Q1 | $823K | Buy |
+10,144
| New | +$816K | 0.06% | 189 |
|
Other funds holding RSP
CAM
Transamerica Financial Advisors's RSP Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 95% in Q2 2026, selling an estimated $382K and leaving 96 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #869.
Transamerica Financial Advisors first reported a position in RSP in Q1 2015 and has held it in 37 quarters since. The position peaked at $8.06M in Q2 2019. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.
- Transamerica Financial Advisors held 96 shares of Invesco S&P 500 Equal Weight ETF worth $20.6K as of Q2 2026.
- Transamerica Financial Advisors sold 1,868 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $382K.
- Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #869 holding.
- Transamerica Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and has held it in 37 quarters since.
- Transamerica Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $8.06M in Q2 2019.
- 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.