Planning Strategies Inc.’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Planning Strategies Inc.’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	$316K	Buy	+1,486	New	+$304K	0.2%	55

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

COPPSERS

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Planning Strategies Inc.'s RSP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,486 shares worth $316K. The stake represents 0.2% of the portfolio and ranks #55 among its holdings.

938 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Planning Strategies Inc. held 1,486 shares of Invesco S&P 500 Equal Weight ETF worth $316K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Planning Strategies Inc. position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Planning Strategies Inc.'s portfolio in Q2 2026, its #55 holding.
938 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.