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

Advocacy Wealth Management Services’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	$27.3M	Buy	128,355 +5,021	+4%	+$1.03M	0.99%	25
2026 Q1	$23.7M	Buy	123,334 +7,758	+7%	+$1.54M	1.05%	22
2025 Q4	$22.1M	Sell	115,576 -3,397	-3%	-$645K	0.93%	29
2025 Q3	$22.6M	Buy	118,973 +11,125	+10%	+$2.07M	0.98%	26
2025 Q2	$19.6M	Sell	107,848 -15,169	-12%	-$2.62M	1.2%	27
2025 Q1	$21.3M	Buy	123,017 +104,686	+571%	+$18.6M	1.45%	21
2024 Q4	$3.21M	Buy	+18,331	New	+$3.31M	0.24%	35
2024 Q3	–	Sell	-4,100	Closed	-$674K	–	53
2024 Q2	$674K	Sell	4,100 -63	-2%	-$10.4K	0.06%	42
2024 Q1	$705K	Buy	+4,163	New	+$669K	0.06%	47
2023 Q4	–	Sell	-1,428	Closed	-$202K	–	53
2023 Q3	$202K	Hold	1,428	–	–	0.02%	37
2023 Q2	$214K	Buy	+1,428	New	+$206K	0.02%	37
2023 Q1	–	Sell	-2,030	Closed	-$287K	–	43
2022 Q4	$287K	Buy	2,030 +308	+18%	+$43.1K	0.04%	39
2022 Q3	$232K	Hold	1,722	–	–	0.03%	36
2022 Q2	$231K	Buy	1,722 +1,272	+283%	+$186K	0.04%	35
2022 Q1	$71K	Buy	+450	New	+$70.2K	0.01%	42
2019 Q3	–	Sell	-100	Closed	-$11K	–	172
2019 Q2	$11K	Buy	+100	New	+$10.6K	0.01%	126

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

Advocacy Wealth Management Services's RSP Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.1% in Q2 2026, buying an estimated $1.03M and bringing the position to 128,355 shares worth $27.3M. The position accounts for 0.99% of the portfolio, ranked #25.

Advocacy Wealth Management Services first reported a position in RSP in Q2 2019 and has held it in 16 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Advocacy Wealth Management Services held 128,355 shares of Invesco S&P 500 Equal Weight ETF worth $27.3M as of Q2 2026.
Advocacy Wealth Management Services bought 5,021 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.03M.
Invesco S&P 500 Equal Weight ETF made up 0.99% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #25 holding.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 16 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.