Turtle Creek Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Turtle Creek Wealth 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 Q2	$878K	Buy	4,125 +274	+7%	+$56.1K	0.05%	176
2026 Q1	$739K	Sell	3,851 -13,452	-78%	-$2.67M	0.06%	168
2025 Q4	$3.31M	Buy	17,303 +14,559	+531%	+$2.76M	0.26%	82
2025 Q3	$521K	Buy	2,744 +902	+49%	+$168K	0.05%	206
2025 Q2	$335K	Buy	+1,842	New	+$318K	0.04%	209
2024 Q4	–	Sell	-1,515	Closed	-$271K	–	148
2024 Q3	$271K	Buy	1,515 +122	+9%	+$20.8K	0.05%	146
2024 Q2	$229K	Hold	1,393	–	–	0.05%	140
2024 Q1	$236K	Hold	1,393	–	–	0.06%	136
2023 Q4	$220K	Buy	+1,393	New	+$202K	0.06%	141

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Turtle Creek Wealth Advisors's RSP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.1% in Q2 2026, buying an estimated $56.1K and bringing the position to 4,125 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #176.

Turtle Creek Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.31M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Turtle Creek Wealth Advisors held 4,125 shares of Invesco S&P 500 Equal Weight ETF worth $878K as of Q2 2026.
Turtle Creek Wealth Advisors bought 274 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $56.1K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Turtle Creek Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.31M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.