Waypoint Wealth Counsel’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Waypoint Wealth Counsel’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	$673K	Buy	3,237 +1	+0%	+$216	0.39%	38
2026 Q2	$689K	Buy	3,236 +1	+0%	+$205	0.43%	41
2026 Q1	$621K	Sell	3,235 -28	-0.9%	-$5.55K	0.32%	58
2025 Q4	$625K	Sell	3,263 -163	-5%	-$30.9K	0.23%	84
2025 Q3	$650K	Buy	3,426 +2	+0.1%	+$373	0.26%	68
2025 Q2	$622K	Buy	3,424 +350	+11%	+$60.4K	0.31%	53
2025 Q1	$532K	Buy	3,074 +1	+0%	+$178	0.33%	50
2024 Q4	$538K	Hold	3,073	–	–	0.35%	48
2024 Q3	$550K	Buy	3,073 +121	+4%	+$20.7K	0.37%	49
2024 Q2	$485K	Buy	2,952 +22	+0.8%	+$3.62K	0.37%	46
2024 Q1	$496K	Hold	2,930	–	–	0.38%	46
2023 Q4	$462K	Buy	+2,930	New	+$426K	0.39%	51

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

Waypoint Wealth Counsel's RSP Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.03% in Q3 2026, buying an estimated $216 and bringing the position to 3,237 shares worth $673K. The position accounts for 0.39% of the portfolio, ranked #38.

Waypoint Wealth Counsel first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $689K in Q2 2026. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Waypoint Wealth Counsel held 3,237 shares of Invesco S&P 500 Equal Weight ETF worth $673K as of Q3 2026.
Waypoint Wealth Counsel bought 1 Invesco S&P 500 Equal Weight ETF share in Q3 2026, an estimated $216.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #38 holding.
Waypoint Wealth Counsel first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Waypoint Wealth Counsel's Invesco S&P 500 Equal Weight ETF position peaked at $689K in Q2 2026.
1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.