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

ARQ 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	$242K	Sell	1,139 -141	-11%	-$28.9K	0.03%	196
2026 Q1	$246K	Hold	1,280	–	–	0.04%	168
2025 Q4	$245K	Sell	1,280 -54	-4%	-$10.3K	0.07%	126
2025 Q3	$253K	Hold	1,334	–	–	0.07%	124
2025 Q2	$231K	Hold	1,334	–	–	0.08%	96
2025 Q1	$231K	Sell	1,334 -12	-0.9%	-$2.13K	0.09%	91
2024 Q4	$236K	Sell	1,346 -25	-2%	-$4.52K	0.09%	87
2024 Q3	$241K	Hold	1,371	–	–	0.09%	86
2024 Q2	$225K	Sell	1,371 -13,660	-91%	-$2.25M	0.1%	81
2024 Q1	$2.55M	Sell	15,031 -30,453	-67%	-$4.89M	1.11%	28
2023 Q4	$7.18M	Buy	45,484 +6,577	+17%	+$955K	4.27%	7
2023 Q3	$5.51M	Sell	38,907 -5,263	-12%	-$786K	4.13%	8
2023 Q2	$6.61M	Buy	44,170 +9,441	+27%	+$1.36M	4.29%	8
2023 Q1	$5.02M	Sell	34,729 -7,885	-19%	-$1.15M	3.69%	12
2022 Q4	$6.02M	Buy	42,614 +1,950	+5%	+$273K	3.93%	9
2022 Q3	$5.18M	Sell	40,664 -888	-2%	-$125K	4%	8
2022 Q2	$5.58M	Buy	41,552 +702	+2%	+$103K	3.99%	8
2022 Q1	$6.44M	Buy	40,850 +8,809	+27%	+$1.37M	4.34%	6
2021 Q4	$5.21M	Sell	32,041 -8,328	-21%	-$1.32M	3.71%	11
2021 Q3	$6.05M	Buy	40,369 +15,161	+60%	+$2.32M	3.89%	10
2021 Q2	$3.8M	Buy	+25,208	New	+$3.75M	2.44%	14

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

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

ARQ Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 1,139 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #196.

ARQ Wealth Advisors first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.18M in Q4 2023. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

ARQ Wealth Advisors held 1,139 shares of Invesco S&P 500 Equal Weight ETF worth $242K as of Q2 2026.
ARQ Wealth Advisors sold 141 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $28.9K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of ARQ Wealth Advisors's portfolio in Q2 2026, its #196 holding.
ARQ Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
ARQ Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.18M in Q4 2023.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.