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 Q1	$173K	Sell	900 -2,700	-75%	-$535K	﹤0.01%	1585
2025 Q4	$690K	Sell	3,600 -16,300	-82%	-$3.09M	0.01%	868
2025 Q3	$3.78M	Sell	19,900 -2,300	-10%	-$429K	0.09%	233
2025 Q2	$4.03M	Buy	+22,200	New	+$3.83M	0.12%	196

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Arkadios Wealth Advisors's RSP Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q1 2026, buying an estimated $5.2M and bringing the position to 218,344 shares worth $41.9M. The position accounts for 0.68% of the portfolio, ranked #22.

Arkadios Wealth Advisors first reported a position in RSP in Q4 2019 and has held it in 26 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Arkadios Wealth Advisors held 218,344 shares of Invesco S&P 500 Equal Weight ETF worth $41.9M as of Q1 2026.
Arkadios Wealth Advisors bought 26,241 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $5.2M.
Invesco S&P 500 Equal Weight ETF made up 0.68% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 26 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.