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

Aprio 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 		$5.86M Buy
28,151
+2,628
+10% +$568K 0.27% 79
2026
Q2 		$5.43M Buy
25,523
+8,712
+52% +$1.78M 0.27% 78
2026
Q1 		$3.23M Buy
16,811
+1,013
+6% +$201K 0.18% 93
2025
Q4 		$3.03M Buy
15,798
+7,933
+101% +$1.51M 0.17% 93
2025
Q3 		$1.49M Buy
7,865
+142
+2% +$26.5K 0.15% 95
2025
Q2 		$1.4M Sell
7,723
-173
-2% -$29.9K 0.16% 86
2025
Q1 		$1.37M Buy
7,896
+30
+0.4% +$5.33K 0.17% 82
2024
Q4 		$1.38M Buy
7,866
+897
+13% +$162K 0.2% 69
2024
Q3 		$1.25M Buy
6,969
+1
+0% +$171 0.2% 68
2024
Q2 		$1.14M Buy
6,968
+2,177
+45% +$358K 0.21% 63
2024
Q1 		$811K Sell
4,791
-2,390
-33% -$384K 0.16% 78
2023
Q4 		$1.13M Buy
7,181
+2,453
+52% +$356K 0.25% 51
2023
Q3 		$670K Sell
4,728
-231
-5% -$34.5K 0.18% 67
2023
Q2 		$742K Sell
4,959
-162
-3% -$23.3K 0.2% 53
2023
Q1 		$741K Sell
5,121
-850
-14% -$124K 0.23% 44
2022
Q4 		$843K Sell
5,971
-687
-10% -$96.1K 0.3% 46
2022
Q3 		$847K Buy
6,658
+3,831
+136% +$540K 0.34% 42
2022
Q2 		$379K Sell
2,827
-900
-24% -$132K 0.15% 58
2022
Q1 		$588K Sell
3,727
-35,527
-91% -$5.54M 0.22% 49
2021
Q4 		$6.39M Buy
39,254
+1,048
+3% +$166K 2.67% 9
2021
Q3 		$5.72M Buy
38,206
+4,029
+12% +$617K 2.61% 10
2021
Q2 		$5.15M Buy
+34,177
New +$5.09M 2.44% 11
2020
Q4 		$3.33M Buy
26,079
+8,454
+48% +$1.01M 2.2% 8
2020
Q3 		$1.9M Buy
+17,625
New +$1.9M 1.35% 16

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Aprio Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q3 2026, buying an estimated $568K and bringing the position to 28,151 shares worth $5.86M. The position accounts for 0.27% of the portfolio, ranked #79.

Aprio Wealth Management first reported a position in RSP in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.39M in Q4 2021. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Aprio Wealth Management held 28,151 shares of Invesco S&P 500 Equal Weight ETF worth $5.86M as of Q3 2026.
  • Aprio Wealth Management bought 2,628 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $568K.
  • Invesco S&P 500 Equal Weight ETF made up 0.27% of Aprio Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Aprio Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 24 quarters since.
  • Aprio Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.39M in Q4 2021.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.