XY Planning Network’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

XY Planning Network’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	$1.27M	Buy	5,967 +1	+0%	+$205	0.16%	123
2026 Q1	$1.15M	Buy	5,966 +689	+13%	+$137K	0.18%	120
2025 Q4	$1.01M	Buy	5,277 +1,070	+25%	+$203K	0.18%	121
2025 Q3	$765K	Hold	4,207	–	–	0.26%	86
2025 Q2	$765K	Sell	4,207 -873	-17%	-$151K	0.26%	86
2025 Q1	$880K	Buy	5,080 +69	+1%	+$12.3K	0.59%	47
2024 Q4	$878K	Buy	+5,011	New	+$906K	0.66%	44

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

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

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

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

XY Planning Network's RSP Position: Q2 2026 in Review

XY Planning Network increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.02% in Q2 2026, buying an estimated $205 and bringing the position to 5,967 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #123.

XY Planning Network first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

XY Planning Network held 5,967 shares of Invesco S&P 500 Equal Weight ETF worth $1.27M as of Q2 2026.
XY Planning Network bought 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $205.
Invesco S&P 500 Equal Weight ETF made up 0.16% of XY Planning Network's portfolio in Q2 2026, its #123 holding.
XY Planning Network first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.