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

Planning Strategies Inc.’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.81K Buy
+294
New +$8.76K 0.01% 346

Other funds holding RSPS

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2026: 294 shares worth $8.81K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings.

40 funds tracked by Wall St. Rank hold RSPS as of Q2 2026.

  • Planning Strategies Inc. held 294 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $8.81K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Consumer Staples ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #346 holding.
  • 40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2026.

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