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

Arkadios 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	$54.4M	Buy	255,884 +37,540	+17%	+$7.68M	0.82%	17
2026 Q1	$41.9M	Buy	218,344 +26,241	+14%	+$5.2M	0.68%	22
2025 Q4	$36.8M	Buy	192,103 +18,775	+11%	+$3.56M	0.71%	19
2025 Q3	$32.9M	Buy	173,328 +7,047	+4%	+$1.31M	0.79%	18
2025 Q2	$30.2M	Buy	166,281 +65,188	+64%	+$11.3M	0.89%	14
2025 Q1	$17.5M	Buy	101,093 +44,721	+79%	+$7.95M	0.66%	23
2024 Q4	$9.88M	Buy	56,372 +4,178	+8%	+$755K	0.54%	29
2024 Q3	$9.35M	Buy	52,194 +11,879	+29%	+$2.03M	0.53%	35
2024 Q2	$6.62M	Buy	40,315 +27,147	+206%	+$4.47M	0.45%	42
2024 Q1	$2.23M	Buy	13,168 +879	+7%	+$141K	0.17%	135
2023 Q4	$1.94M	Sell	12,289 -2,029	-14%	-$295K	0.16%	132
2023 Q3	$2.03M	Sell	14,318 -1,715	-11%	-$256K	0.19%	126
2023 Q2	$2.4M	Sell	16,033 -509	-3%	-$73.3K	0.28%	88
2023 Q1	$2.39M	Buy	16,542 +982	+6%	+$144K	0.28%	94
2022 Q4	$2.2M	Buy	15,560 +5,196	+50%	+$727K	0.29%	98
2022 Q3	$1.32M	Buy	10,364 +67	+0.7%	+$9.45K	0.2%	133
2022 Q2	$1.38M	Buy	10,297 +164	+2%	+$24K	0.21%	140
2022 Q1	$1.6M	Buy	10,133 +568	+6%	+$88.6K	0.21%	124
2021 Q4	$1.56M	Sell	9,565 -79	-0.8%	-$12.5K	0.21%	114
2021 Q3	$1.44M	Buy	9,644 +155	+2%	+$23.7K	0.21%	115
2021 Q2	$1.43M	Buy	9,489 +856	+10%	+$127K	0.17%	145
2021 Q1	$1.22M	Buy	8,633 +86	+1%	+$11.6K	0.2%	127
2020 Q4	$1.09M	Buy	8,547 +26	+0.3%	+$3.09K	0.23%	111
2020 Q3	$966K	Buy	8,521 +35	+0.4%	+$3.78K	0.48%	50
2020 Q2	$876K	Sell	8,486 -943	-10%	-$90.9K	0.49%	41
2020 Q1	$792K	Buy	9,429 +227	+2%	+$24.1K	0.5%	47
2019 Q4	$1.09M	Buy	+9,202	New	+$1.02M	0.65%	36

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

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

Arkadios Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $7.68M and bringing the position to 255,884 shares worth $54.4M. The position accounts for 0.82% of the portfolio, ranked #17.

Arkadios Wealth Advisors first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Arkadios Wealth Advisors held 255,884 shares of Invesco S&P 500 Equal Weight ETF worth $54.4M as of Q2 2026.
Arkadios Wealth Advisors bought 37,540 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $7.68M.
Invesco S&P 500 Equal Weight ETF made up 0.82% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.