Advisory Resource Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Advisory Resource Group’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	$211K	Buy	+990	New	+$203K	0.03%	179
2020 Q2	–	Sell	-5,520	Closed	-$464K	–	97
2020 Q1	$464K	Sell	5,520 -11	-0.2%	-$1.17K	0.35%	48
2019 Q4	$640K	Sell	5,531 -77	-1%	-$8.55K	0.36%	43
2019 Q3	$606K	Sell	5,608 -156	-3%	-$16.7K	0.33%	45
2019 Q2	$621K	Hold	5,764	–	–	0.34%	41
2019 Q1	$603K	Buy	5,764 +915	+19%	+$92.3K	0.34%	40
2018 Q4	$443K	Buy	+4,849	New	+$481K	0.27%	44

Other funds holding RSP

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return