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

Ameliora Wealth Management’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 Q3	$408K	Hold	1,960	–	–	0.12%	84
2026 Q2	$417K	Buy	1,960 +171	+10%	+$35K	0.12%	80
2026 Q1	$343K	Sell	1,789 -7	-0.4%	-$1.39K	0.11%	82
2025 Q4	$344K	Hold	1,796	–	–	0.1%	85
2025 Q3	$341K	Sell	1,796 -1,548	-46%	-$288K	0.11%	82
2025 Q2	$608K	Sell	3,344 -99	-3%	-$17.1K	0.22%	60
2025 Q1	$596K	Hold	3,443	–	–	0.22%	56
2024 Q4	$603K	Sell	3,443 -130	-4%	-$23.5K	0.23%	55
2024 Q3	$640K	Sell	3,573 -3,399	-49%	-$581K	0.27%	47
2024 Q2	$1.15M	Sell	6,972 -25,545	-79%	-$4.2M	0.52%	39
2024 Q1	$5.51M	Sell	32,517 -753	-2%	-$121K	2.5%	11
2023 Q4	$5.25M	Sell	33,270 -14,748	-31%	-$2.14M	2.61%	11
2023 Q3	$6.8M	Sell	48,018 -5,028	-9%	-$751K	4.03%	5
2023 Q2	$7.94M	Sell	53,046 -1,179	-2%	-$170K	4.9%	4
2023 Q1	$7.84M	Buy	54,225 +2,413	+5%	+$353K	4.57%	5
2022 Q4	$7.32M	Buy	51,812 +27,563	+114%	+$3.85M	3.91%	7
2022 Q3	$3.12M	Hold	24,249	–	–	1.69%	19
2022 Q2	$3.25M	Buy	24,249 +136	+0.6%	+$19.9K	3.85%	6
2022 Q1	$3.5M	Buy	24,113 +256	+1%	+$39.9K	2.3%	9
2021 Q4	$3.54M	Buy	+23,857	New	+$3.77M	3.24%	9

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Ameliora Wealth Management's RSP Position: Q3 2026 in Review

Ameliora Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 1,960 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #84.

Ameliora Wealth Management first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.94M in Q2 2023. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Ameliora Wealth Management held 1,960 shares of Invesco S&P 500 Equal Weight ETF worth $408K as of Q3 2026.
Ameliora Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Ameliora Wealth Management's portfolio in Q3 2026, its #84 holding.
Ameliora Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
Ameliora Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $7.94M in Q2 2023.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.