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

Archvest 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	$279K	Sell	1,312 -8	-0.6%	-$1.64K	0.16%	61
2026 Q1	$253K	Hold	1,320	–	–	0.16%	60
2025 Q4	$253K	Sell	1,320 -2	-0.2%	-$380	0.16%	55
2025 Q3	$251K	Buy	1,322 +10	+0.8%	+$1.86K	0.22%	53
2025 Q2	$238K	Hold	1,312	–	–	0.21%	54
2025 Q1	$227K	Hold	1,312	–	–	0.19%	57
2024 Q4	$230K	Sell	1,312 -110	-8%	-$19.9K	0.17%	54
2024 Q3	$255K	Hold	1,422	–	–	0.16%	54
2024 Q2	$232K	Sell	1,422 -215	-13%	-$35.4K	0.15%	56
2024 Q1	$276K	Hold	1,637	–	–	0.19%	52
2023 Q4	$258K	Hold	1,637	–	–	0.19%	48
2023 Q3	$232K	Hold	1,637	–	–	0.19%	46
2023 Q2	$245K	Hold	1,637	–	–	0.2%	44
2023 Q1	$237K	Hold	1,637	–	–	0.21%	42
2022 Q4	$231K	Sell	1,637 -83	-5%	-$11.6K	0.23%	36
2022 Q3	$219K	Buy	1,720 +1	+0.1%	+$141	0.22%	40
2022 Q2	$231K	Hold	1,719	–	–	0.23%	35
2022 Q1	$271K	Sell	1,719 -203	-11%	-$31.7K	0.24%	36
2021 Q4	$313K	Buy	+1,922	New	+$304K	0.27%	35

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

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

Archvest Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.61% in Q2 2026, selling an estimated $1.64K and leaving 1,312 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #61.

Archvest Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $313K in Q4 2021. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Archvest Wealth Advisors held 1,312 shares of Invesco S&P 500 Equal Weight ETF worth $279K as of Q2 2026.
Archvest Wealth Advisors sold 8 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.64K.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Archvest Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Archvest 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.
Archvest Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $313K in Q4 2021.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.