Advisor Resource Council’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Advisor Resource Council’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	$13.6M	Sell	63,703 -3,601	-5%	-$737K	3.82%	3
2026 Q1	$12.9M	Sell	67,304 -12,530	-16%	-$2.48M	4.18%	3
2025 Q4	$15.3M	Buy	79,834 +1,930	+2%	+$366K	5.44%	2
2025 Q3	$14.8M	Sell	77,904 -5,922	-7%	-$1.1M	19.95%	2
2025 Q2	$15.2M	Sell	83,826 -18,689	-18%	-$3.23M	5.94%	3
2025 Q1	$16.6M	Sell	102,515 -53,433	-34%	-$9.5M	1.34%	9
2024 Q4	$27.3M	Buy	155,948 +149,567	+2,344%	+$27M	19.62%	2
2024 Q3	$1.14M	Sell	6,381 -68,835	-92%	-$11.8M	0.52%	43
2024 Q2	$12.2M	Buy	75,216 +2,669	+4%	+$439K	22.36%	2
2024 Q1	$12.3M	Buy	72,547 +50,858	+234%	+$8.17M	5.18%	2
2023 Q4	$3.42M	Sell	21,689 -10,019	-32%	-$1.46M	0.4%	65
2023 Q3	$4.49M	Buy	31,708 +2,483	+8%	+$371K	2.32%	5
2023 Q2	$4.37M	Buy	29,225 +24,498	+518%	+$3.53M	1.97%	7
2023 Q1	$684K	Buy	4,727 +3,175	+205%	+$465K	0.17%	151
2022 Q4	$219K	Sell	1,552 -1,064	-41%	-$149K	0.11%	147
2022 Q3	$333K	Sell	2,616 -39,635	-94%	-$5.59M	0.23%	105
2022 Q2	$5.67M	Buy	42,251 +34,671	+457%	+$5.07M	0.53%	41
2022 Q1	$1.2M	Sell	7,580 -28,756	-79%	-$4.48M	0.36%	86
2021 Q4	$5.91M	Buy	36,336 +27,983	+335%	+$4.42M	0.46%	42
2021 Q3	$1.25M	Sell	8,353 -20,367	-71%	-$3.12M	0.38%	74
2021 Q2	$4.33M	Buy	+28,720	New	+$4.28M	0.45%	47

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Advisor Resource Council's RSP Position: Q2 2026 in Review

Advisor Resource Council reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.4% in Q2 2026, selling an estimated $737K and leaving 63,703 shares worth $13.6M. The position accounts for 3.82% of the portfolio, ranked #3.

Advisor Resource Council first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $27.3M in Q4 2024. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Advisor Resource Council held 63,703 shares of Invesco S&P 500 Equal Weight ETF worth $13.6M as of Q2 2026.
Advisor Resource Council sold 3,601 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $737K.
Invesco S&P 500 Equal Weight ETF made up 3.82% of Advisor Resource Council's portfolio in Q2 2026, its #3 holding.
Advisor Resource Council first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
Advisor Resource Council's Invesco S&P 500 Equal Weight ETF position peaked at $27.3M in Q4 2024.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.