tru Independence’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

tru Independence’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 Q1	$423K	Buy	+2,203	New	+$437K	0.21%	57
2020 Q4	–	Sell	-210	Closed	-$23K	–	812
2020 Q3	$23K	Sell	210 -3,791	-95%	-$409K	0.01%	247
2020 Q2	$450	Buy	4,001 +288	+8%	+$27.8K	0.07%	178
2020 Q1	$319	Buy	3,713 +3,691	+16,777%	+$392K	0.05%	176
2019 Q4	$2K	Buy	+22	New	+$2.44K	﹤0.01%	826

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

tru Independence's RSP Position: Q1 2026 in Review

tru Independence opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 2,203 shares worth $423K. The stake represents 0.21% of the portfolio and ranks #57 among its holdings. This is a return to the name: tru Independence previously reported a position in RSP as recently as Q3 2020.

tru Independence first reported a position in RSP in Q4 2019 and has held it in 5 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

tru Independence held 2,203 shares of Invesco S&P 500 Equal Weight ETF worth $423K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new tru Independence position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.21% of tru Independence's portfolio in Q1 2026, its #57 holding.
tru Independence first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 5 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.