UFA
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Unify Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Unify Financial 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 		$305K Buy
1,435
+125
+10% +$25.6K 0.28% 71
2026
Q1 		$251K Buy
1,310
+50
+4% +$9.91K 0.26% 77
2025
Q4 		$241K Buy
+1,260
New +$239K 0.25% 82

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Unify Financial Advisors's RSP Position: Q2 2026 in Review

Unify Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,435 shares worth $305K. The position accounts for 0.28% of the portfolio, ranked #71.

Unify Financial Advisors first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Unify Financial Advisors held 1,435 shares of Invesco S&P 500 Equal Weight ETF worth $305K as of Q2 2026.
  • Unify Financial Advisors bought 125 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $25.6K.
  • Invesco S&P 500 Equal Weight ETF made up 0.28% of Unify Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Unify Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.