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Atlantic Edge Private Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Atlantic Edge Private Wealth Management’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 		$6.65M Buy
31,262
+1,354
+5% +$277K 1.36% 22
2026
Q1 		$5.74M Buy
29,908
+1,036
+4% +$205K 1.41% 19
2025
Q4 		$5.53M Sell
28,872
-1,155
-4% -$219K 1.37% 21
2025
Q3 		$5.7M Sell
30,027
-880
-3% -$164K 1.46% 20
2025
Q2 		$5.62M Sell
30,907
-26,189
-46% -$4.52M 1.54% 18
2025
Q1 		$9.89M Buy
57,096
+162
+0.3% +$28.8K 3.02% 8
2024
Q4 		$9.98M Buy
56,934
+1,177
+2% +$213K 3.09% 9
2024
Q3 		$9.99M Buy
55,757
+13,694
+33% +$2.34M 3.04% 9
2024
Q2 		$6.91M Buy
42,063
+3,464
+9% +$570K 2.31% 12
2024
Q1 		$6.54M Buy
38,599
+1,781
+5% +$286K 2.25% 11
2023
Q4 		$5.81M Buy
+36,818
New +$5.35M 2.36% 10

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atlantic Edge Private Wealth Management's RSP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q2 2026, buying an estimated $277K and bringing the position to 31,262 shares worth $6.65M. The position accounts for 1.36% of the portfolio, ranked #22.

Atlantic Edge Private Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.99M in Q3 2024. 951 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 31,262 shares of Invesco S&P 500 Equal Weight ETF worth $6.65M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 1,354 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $277K.
  • Invesco S&P 500 Equal Weight ETF made up 1.36% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $9.99M in Q3 2024.
  • 951 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.