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

West 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 		$6.6K Buy
+31
New +$6.34K ﹤0.01% 149
2025
Q1 		– Sell
-104
Closed -$18.2K – 222
2024
Q4 		$18.2K Buy
+104
New +$18.8K ﹤0.01% 133

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

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

West Financial Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 31 shares worth $6.6K. The stake represents ﹤0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in RSP as recently as Q4 2024.

West Financial Advisors first reported a position in RSP in Q4 2024 and has held it in 2 quarters since. The position peaked at $18.2K in Q4 2024. 705 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • West Financial Advisors held 31 shares of Invesco S&P 500 Equal Weight ETF worth $6.6K as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new West Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • West Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 2 quarters since.
  • West Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $18.2K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.