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 Q3	$3.9M	Sell	18,746 -17	-0.1%	-$3.67K	0.27%	44
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

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

Amplius Wealth Advisors's RSP Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.09% in Q3 2026, selling an estimated $3.67K and leaving 18,746 shares worth $3.9M. The position accounts for 0.27% of the portfolio, ranked #44.

Amplius Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.9M in Q4 2021. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Amplius Wealth Advisors held 18,746 shares of Invesco S&P 500 Equal Weight ETF worth $3.9M as of Q3 2026.
Amplius Wealth Advisors sold 17 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.67K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of Amplius Wealth Advisors's portfolio in Q3 2026, its #44 holding.
Amplius Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
Amplius Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $33.9M in Q4 2021.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.