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 Q3	$1.24M	Buy	5,970 +3	+0.1%	+$648	0.13%	135
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

XY Planning Network's RSP Position: Q3 2026 in Review

XY Planning Network increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.05% in Q3 2026, buying an estimated $648 and bringing the position to 5,970 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #135.

XY Planning Network first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

XY Planning Network held 5,970 shares of Invesco S&P 500 Equal Weight ETF worth $1.24M as of Q3 2026.
XY Planning Network bought 3 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $648.
Invesco S&P 500 Equal Weight ETF made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #135 holding.
XY Planning Network first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
XY Planning Network's Invesco S&P 500 Equal Weight ETF position peaked at $1.27M in Q2 2026.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.