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 Q2	$4.2M	Buy	78,670 +8,587	+12%	+$448K	0.28%	61
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Advisor OS's RSPA Position: Q2 2026 in Review

Advisor OS increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 12% in Q2 2026, buying an estimated $448K and bringing the position to 78,670 shares worth $4.2M. The position accounts for 0.28% of the portfolio, ranked #61.

Advisor OS first reported a position in RSPA in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Advisor OS held 78,670 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $4.2M as of Q2 2026.
Advisor OS bought 8,587 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $448K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.28% of Advisor OS's portfolio in Q2 2026, its #61 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 4 quarters since.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.