Arax Advisory Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Arax Advisory Partners’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	$23.6M	Buy	110,744 +42,540	+62%	+$8.71M	0.16%	135
2026 Q1	$13.1M	Buy	68,204 +65,757	+2,687%	+$13M	0.37%	61
2025 Q4	$469K	Buy	+2,447	New	+$465K	0.01%	613
2025 Q3	–	Sell	-612	Closed	-$111K	–	4146
2025 Q2	$111K	Buy	612 +203	+50%	+$35K	0.01%	887
2025 Q1	$70.9K	Buy	+409	New	+$72.7K	﹤0.01%	833
2024 Q2	–	Sell	-27	Closed	-$4.62K	–	2573
2024 Q1	$4.62K	Sell	27 -16	-37%	-$2.57K	﹤0.01%	919
2023 Q4	$6.81K	Sell	43 -328	-88%	-$47.6K	﹤0.01%	822
2023 Q3	$52.6K	Hold	371	–	–	0.01%	459
2023 Q2	$55.5K	Hold	371	–	–	0.01%	450
2023 Q1	$53.7K	Hold	371	–	–	0.01%	445
2022 Q4	$52.4K	Buy	+371	New	+$51.9K	0.01%	440

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

Arax Advisory Partners's RSP Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 62% in Q2 2026, buying an estimated $8.71M and bringing the position to 110,744 shares worth $23.6M. The position accounts for 0.16% of the portfolio, ranked #135.

Arax Advisory Partners first reported a position in RSP in Q4 2022 and has held it in 11 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Arax Advisory Partners held 110,744 shares of Invesco S&P 500 Equal Weight ETF worth $23.6M as of Q2 2026.
Arax Advisory Partners bought 42,540 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.71M.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Arax Advisory Partners's portfolio in Q2 2026, its #135 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 11 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.