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	$191K	Hold	900	–	–	﹤0.01%	1643
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 $1.89T 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. 2,312 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.
2,312 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.