TrueWealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

TrueWealth Advisors’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	$1.01M	Buy	4,850 +1,068	+28%	+$231K	0.23%	85
2026 Q2	$805K	Buy	3,782 +987	+35%	+$202K	0.18%	105
2026 Q1	$536K	Buy	2,795 +254	+10%	+$50.3K	0.13%	135
2025 Q4	$487K	Sell	2,541 -210	-8%	-$39.9K	0.13%	135
2025 Q3	$522K	Sell	2,751 -8,980	-77%	-$1.67M	0.14%	130
2025 Q2	$2.13M	Sell	11,731 -881	-7%	-$152K	0.63%	33
2025 Q1	$2.18M	Buy	12,612 +2,945	+30%	+$524K	0.72%	31
2024 Q4	$1.69M	Sell	9,667 -12,553	-56%	-$2.27M	0.57%	40
2024 Q3	$3.98M	Buy	22,220 +4,819	+28%	+$823K	1.33%	16
2024 Q2	$2.86M	Buy	17,401 +2,088	+14%	+$343K	1.06%	18
2024 Q1	$2.59M	Buy	15,313 +5,193	+51%	+$834K	1%	23
2023 Q4	$1.6M	Buy	10,120 +198	+2%	+$28.8K	0.62%	32
2023 Q3	$1.41M	Sell	9,922 -14,176	-59%	-$2.12M	0.59%	34
2023 Q2	$3.61M	Buy	24,098 +9,150	+61%	+$1.32M	1.48%	17
2023 Q1	$2.16M	Buy	+14,948	New	+$2.19M	0.91%	23

Other funds holding RSP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TrueWealth Advisors's RSP Position: Q3 2026 in Review

TrueWealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q3 2026, buying an estimated $231K and bringing the position to 4,850 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #85.

TrueWealth Advisors first reported a position in RSP in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.98M in Q3 2024. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

TrueWealth Advisors held 4,850 shares of Invesco S&P 500 Equal Weight ETF worth $1.01M as of Q3 2026.
TrueWealth Advisors bought 1,068 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $231K.
Invesco S&P 500 Equal Weight ETF made up 0.23% of TrueWealth Advisors's portfolio in Q3 2026, its #85 holding.
TrueWealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 15 quarters since.
TrueWealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.98M in Q3 2024.
1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.