AWM
RSP icon

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

Accurate 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 		$201K Buy
+940
New +$192K 0.02% 561
2026
Q1 		– Sell
-1,139
Closed -$225K – 565
2025
Q4 		$225K Buy
+1,139
New +$216K 0.03% 468
2025
Q3 		– Sell
-1,240
Closed -$230K – 510
2025
Q2 		$230K Sell
1,240
-50
-4% -$8.63K 0.04% 407
2025
Q1 		$209K Sell
1,290
-132
-9% -$23.5K 0.04% 360
2024
Q4 		$246K Buy
1,422
+22
+2% +$3.98K 0.05% 326
2024
Q3 		$253K Sell
1,400
-62
-4% -$10.6K 0.05% 310
2024
Q2 		$247K Sell
1,462
-7,269
-83% -$1.2M 0.06% 274
2024
Q1 		$1.4M Sell
8,731
-1,732
-17% -$278K 0.41% 69
2023
Q4 		$1.64M Buy
10,463
+7,375
+239% +$1.07M 0.51% 56
2023
Q3 		$441K Buy
3,088
+290
+10% +$43.3K 0.14% 149
2023
Q2 		$425K Buy
2,798
+204
+8% +$29.4K 0.13% 157
2023
Q1 		$373K Buy
2,594
+396
+18% +$58K 0.13% 166
2022
Q4 		$322K Buy
+2,198
New +$307K 0.12% 154

Other funds holding RSP

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 940 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #561 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in RSP as recently as Q4 2025.

Accurate Wealth Management first reported a position in RSP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2023. 388 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Accurate Wealth Management held 940 shares of Invesco S&P 500 Equal Weight ETF worth $201K as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Accurate Wealth Management position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Accurate Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.64M in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.