Valley Wealth Managers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Valley Wealth Managers’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	$84.9K	Sell	408 -893	-69%	-$193K	﹤0.01%	198
2026 Q2	$277K	Sell	1,301 -74,158	-98%	-$15.2M	0.02%	173
2026 Q1	$14.5M	Buy	75,459 +18,560	+33%	+$3.68M	0.93%	43
2025 Q4	$10.9M	Buy	56,899 +3,702	+7%	+$703K	0.7%	48
2025 Q3	$10.1M	Sell	53,197 -20,830	-28%	-$3.88M	0.67%	49
2025 Q2	$13.5M	Sell	74,027 -73,662	-50%	-$12.7M	0.97%	45
2025 Q1	$25.6M	Buy	147,689 +15,785	+12%	+$2.81M	1.94%	6
2024 Q4	$23.1M	Buy	131,904 +39,891	+43%	+$7.21M	1.73%	14
2024 Q3	$16.5M	Buy	+92,013	New	+$15.7M	1.22%	41

Other funds holding RSP

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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Valley Wealth Managers's RSP Position: Q3 2026 in Review

Valley Wealth Managers reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 69% in Q3 2026, selling an estimated $193K and leaving 408 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Valley Wealth Managers first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q1 2025. 680 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Valley Wealth Managers held 408 shares of Invesco S&P 500 Equal Weight ETF worth $84.9K as of Q3 2026.
Valley Wealth Managers sold 893 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $193K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #198 holding.
Valley Wealth Managers first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
Valley Wealth Managers's Invesco S&P 500 Equal Weight ETF position peaked at $25.6M in Q1 2025.
680 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.