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Accel Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Accel Wealth Management’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 		$512K Sell
2,407
-9
-0.4% -$1.84K 0.12% 155
2026
Q1 		$464K Sell
2,416
-81
-3% -$16.1K 0.12% 160
2025
Q4 		$478K Buy
2,497
+8
+0.3% +$1.52K 0.13% 156
2025
Q3 		$472K Sell
2,489
-117
-4% -$21.8K 0.14% 152
2025
Q2 		$474K Sell
2,606
-17
-0.6% -$2.93K 0.16% 144
2025
Q1 		$454K Sell
2,623
-1,331
-34% -$237K 0.16% 132
2024
Q4 		$693K Buy
3,954
+190
+5% +$34.4K 0.26% 94
2024
Q3 		$674K Buy
3,764
+788
+26% +$135K 0.25% 101
2024
Q2 		$489K Buy
2,976
+838
+39% +$138K 0.2% 117
2024
Q1 		$362K Sell
2,138
-12
-0.6% -$1.93K 0.15% 138
2023
Q4 		$339K Buy
+2,150
New +$312K 0.17% 129
2023
Q2 		– Sell
-136
Closed -$19.7K – 712
2023
Q1 		$19.7K Hold
136
– – 0.01% 722
2022
Q4 		$19.2K Hold
136
– – 0.01% 566
2022
Q3 		$18K Hold
136
– – 0.01% 596
2022
Q2 		$18K Hold
136
– – 0.01% 579
2022
Q1 		$22K Hold
136
– – 0.01% 536
2021
Q4 		$22K Buy
136
+36
+36% +$5.69K 0.01% 553
2021
Q3 		$15K Hold
100
– – 0.01% 559
2021
Q2 		$15K Hold
100
– – 0.01% 613
2021
Q1 		$14K Hold
100
– – 0.01% 595
2020
Q4 		$13K Buy
+100
New +$11.9K 0.01% 581

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

Accel Wealth Management's RSP Position: Q2 2026 in Review

Accel Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.37% in Q2 2026, selling an estimated $1.84K and leaving 2,407 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #155.

Accel Wealth Management first reported a position in RSP in Q4 2020 and has held it in 21 quarters since. The position peaked at $693K in Q4 2024. 695 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Accel Wealth Management held 2,407 shares of Invesco S&P 500 Equal Weight ETF worth $512K as of Q2 2026.
  • Accel Wealth Management sold 9 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.84K.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Accel Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Accel Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $693K in Q4 2024.
  • 695 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.