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Amplius Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Amplius Wealth Advisors’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 		$3.99M Sell
18,763
-1,201
-6% -$246K 0.29% 37
2026
Q1 		$3.83M Sell
19,964
-355
-2% -$70.4K 0.32% 36
2025
Q4 		$3.89M Sell
20,319
-3,527
-15% -$670K 0.33% 35
2025
Q3 		$4.52M Sell
23,846
-16,554
-41% -$3.08M 0.39% 33
2025
Q2 		$7.34M Sell
40,400
-1,542
-4% -$266K 0.68% 30
2025
Q1 		$7.27M Buy
41,942
+215
+0.5% +$38.2K 0.76% 29
2024
Q4 		$7.31M Sell
41,727
-979
-2% -$177K 0.75% 30
2024
Q3 		$7.65M Sell
42,706
-640
-1% -$109K 0.84% 29
2024
Q2 		$7.12M Sell
43,346
-5,612
-11% -$923K 0.79% 31
2024
Q1 		$8.29M Sell
48,958
-2,106
-4% -$338K 0.93% 27
2023
Q4 		$8.06M Sell
51,064
-5,916
-10% -$859K 0.97% 27
2023
Q3 		$8.07M Sell
56,980
-1,371
-2% -$205K 1.08% 25
2023
Q2 		$8.73M Sell
58,351
-2,736
-4% -$394K 1.18% 24
2023
Q1 		$8.83M Buy
61,087
+910
+2% +$133K 1.27% 22
2022
Q4 		$8.5M Sell
60,177
-195,668
-76% -$27.4M 1.36% 22
2022
Q3 		$32.6M Buy
255,845
+27,370
+12% +$3.86M 5.82% 4
2022
Q2 		$30.7M Buy
228,475
+53,914
+31% +$7.89M 4.96% 5
2022
Q1 		$27.5M Sell
174,561
-33,898
-16% -$5.29M 4.23% 5
2021
Q4 		$33.9M Buy
+208,459
New +$32.9M 4.68% 4

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Amplius Wealth Advisors's RSP Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6% in Q2 2026, selling an estimated $246K and leaving 18,763 shares worth $3.99M. The position accounts for 0.29% of the portfolio, ranked #37.

Amplius Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.9M in Q4 2021. 720 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Amplius Wealth Advisors held 18,763 shares of Invesco S&P 500 Equal Weight ETF worth $3.99M as of Q2 2026.
  • Amplius Wealth Advisors sold 1,201 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $246K.
  • Invesco S&P 500 Equal Weight ETF made up 0.29% of Amplius Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Amplius Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $33.9M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.