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

Triangle Securities Wealth 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	$2.5M	Sell	11,751 -129	-1%	-$26.4K	0.5%	59
2026 Q1	$2.28M	Buy	11,880 +154	+1%	+$30.5K	0.52%	57
2025 Q4	$2.25M	Sell	11,726 -50	-0.4%	-$9.49K	0.47%	56
2025 Q3	$2.23M	Sell	11,776 -529	-4%	-$98.6K	0.51%	62
2025 Q2	$2.24M	Buy	12,305 +804	+7%	+$139K	0.55%	54
2025 Q1	$1.99M	Sell	11,501 -154	-1%	-$27.4K	0.51%	62
2024 Q4	$2.04M	Sell	11,655 -482	-4%	-$87.1K	0.52%	58
2024 Q3	$2.17M	Sell	12,137 -26	-0.2%	-$4.44K	0.56%	56
2024 Q2	$2M	Sell	12,163 -633	-5%	-$104K	0.56%	58
2024 Q1	$2.17M	Sell	12,796 -27	-0.2%	-$4.34K	0.62%	50
2023 Q4	$2.02M	Sell	12,823 -385	-3%	-$55.9K	0.63%	49
2023 Q3	$1.87M	Buy	13,208 +437	+3%	+$65.3K	0.67%	44
2023 Q2	$1.91M	Sell	12,771 -407	-3%	-$58.6K	0.66%	48
2023 Q1	$1.91M	Sell	13,178 -113	-0.9%	-$16.5K	0.68%	44
2022 Q4	$1.88M	Buy	13,291 +1,282	+11%	+$179K	0.69%	45
2022 Q3	$1.53M	Buy	12,009 +1,650	+16%	+$233K	0.62%	53
2022 Q2	$1.39M	Buy	10,359 +259	+3%	+$37.9K	0.54%	61
2022 Q1	$1.59M	Buy	10,100 +1,081	+12%	+$169K	0.53%	64
2021 Q4	$1.47M	Buy	9,019 +733	+9%	+$116K	0.46%	69
2021 Q3	$1.24M	Buy	8,286 +611	+8%	+$93.5K	0.42%	79
2021 Q2	$1.16M	Buy	7,675 +93	+1%	+$13.8K	0.39%	82
2021 Q1	$1.07M	Sell	7,582 -186	-2%	-$25.1K	0.39%	80
2020 Q4	$991K	Sell	7,768 -67	-0.9%	-$7.97K	0.39%	84
2020 Q3	$847K	Buy	7,835 +269	+4%	+$29K	0.38%	84
2020 Q2	$770K	Sell	7,566 -390	-5%	-$37.6K	0.37%	84
2020 Q1	$668K	Sell	7,956 -456	-5%	-$48.5K	0.39%	82
2019 Q4	$973K	Buy	8,412 +9	+0.1%	+$1K	0.42%	68
2019 Q3	$908K	Sell	8,403 -1	-0%	-$107	0.44%	70
2019 Q2	$914K	Buy	8,404 +462	+6%	+$48.9K	0.46%	69
2019 Q1	$829K	Buy	7,942 +999	+14%	+$101K	0.43%	73
2018 Q4	$635K	Sell	6,943 -630	-8%	-$62.4K	0.38%	80
2018 Q3	$809K	Buy	7,573 +110	+1%	+$11.6K	0.43%	72
2018 Q2	$760K	Buy	7,463 +1,130	+18%	+$115K	0.42%	72
2018 Q1	$630K	Buy	6,333 +435	+7%	+$44.5K	0.36%	80
2017 Q4	$596K	Buy	5,898 +590	+11%	+$57.9K	0.34%	83
2017 Q3	$507K	Buy	5,308 +498	+10%	+$46.6K	0.3%	87
2017 Q2	$446K	Buy	4,810 +780	+19%	+$71.5K	0.29%	88
2017 Q1	$366K	Buy	4,030 +585	+17%	+$52.5K	0.23%	98
2016 Q4	$298K	Buy	+3,445	New	+$291K	0.2%	103

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Triangle Securities Wealth Management's RSP Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, selling an estimated $26.4K and leaving 11,751 shares worth $2.5M. The position accounts for 0.5% of the portfolio, ranked #59.

Triangle Securities Wealth Management first reported a position in RSP in Q4 2016 and has held it in 39 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Triangle Securities Wealth Management held 11,751 shares of Invesco S&P 500 Equal Weight ETF worth $2.5M as of Q2 2026.
Triangle Securities Wealth Management sold 129 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $26.4K.
Invesco S&P 500 Equal Weight ETF made up 0.5% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #59 holding.
Triangle Securities Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 39 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.