AO
RSPA

Advisor OS’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Advisor OS’s Portfolio RSPA Stock Details RSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.5M Buy
70,083
+11,703
+20% +$606K 0.25% 66
2025
Q4 		$2.98M Buy
58,380
+21,020
+56% +$1.07M 0.24% 64
2025
Q3 		$1.91M Buy
+37,360
New +$1.88M 0.16% 87

Other funds holding RSPA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

Advisor OS's RSPA Position: Q1 2026 in Review

Advisor OS increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 20% in Q1 2026, buying an estimated $606K and bringing the position to 70,083 shares worth $3.5M. The position accounts for 0.25% of the portfolio, ranked #66.

Advisor OS first reported a position in RSPA in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Advisor OS held 70,083 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $3.5M as of Q1 2026.
  • Advisor OS bought 11,703 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $606K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.25% of Advisor OS's portfolio in Q1 2026, its #66 holding.
  • Advisor OS first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.