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

Atlas Private 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	$10.7M	Sell	55,582 -302	-0.5%	-$59.8K	2.51%	14
2025 Q4	$10.7M	Buy	55,884 +1,621	+3%	+$308K	2.5%	15
2025 Q3	$10.3M	Sell	54,263 -92,370	-63%	-$17.2M	2.52%	14
2025 Q2	$26.7M	Sell	146,633 -16,767	-10%	-$2.89M	3.43%	7
2025 Q1	$28.3M	Sell	163,400 -128,968	-44%	-$22.9M	3.95%	5
2024 Q4	$51.2M	Sell	292,368 -8,688	-3%	-$1.57M	7.27%	3
2024 Q3	$53.9M	Sell	301,056 -13,467	-4%	-$2.3M	7.82%	3
2024 Q2	$51.7M	Buy	314,523 +162,500	+107%	+$26.7M	8.4%	3
2024 Q1	$25.8M	Buy	152,023 +59,132	+64%	+$9.5M	8.61%	3
2023 Q4	$14.7M	Buy	92,891 +58,501	+170%	+$8.5M	2.72%	11
2023 Q3	$4.87M	Sell	34,390 -35,805	-51%	-$5.35M	0.92%	21
2023 Q2	$10.5M	Buy	70,195 +56,378	+408%	+$8.12M	2.13%	11
2023 Q1	$2M	Buy	13,817 +12	+0.1%	+$1.76K	0.92%	17
2022 Q4	$1.95M	Buy	13,805 +1,451	+12%	+$203K	1.04%	16
2022 Q3	$1.57M	Buy	12,354 +128	+1%	+$18.1K	0.94%	22
2022 Q2	$1.64M	Sell	12,226 -951	-7%	-$139K	0.98%	22
2022 Q1	$2.08M	Sell	13,177 -1,061	-7%	-$165K	0.92%	24
2021 Q4	$2.32M	Buy	14,238 +67	+0.5%	+$10.6K	1.07%	27
2021 Q3	$2.12M	Sell	14,171 -847	-6%	-$130K	1.11%	18
2021 Q2	$2.26M	Buy	15,018 +975	+7%	+$145K	1.23%	16
2021 Q1	$1.99M	Sell	14,043 -150	-1%	-$20.2K	1.11%	23
2020 Q4	$1.81M	Buy	14,193 +705	+5%	+$83.8K	1.21%	19
2020 Q3	$1.46M	Buy	13,488 +10	+0.1%	+$1.08K	1.22%	17
2020 Q2	$1.37M	Buy	+13,478	New	+$1.3M	1.22%	19

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 $2.26B AUM 7.02% 1-Year Est. Return

Atlas Private Wealth Advisors's RSP Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.54% in Q1 2026, selling an estimated $59.8K and leaving 55,582 shares worth $10.7M. The position accounts for 2.51% of the portfolio, ranked #14.

Atlas Private Wealth Advisors first reported a position in RSP in Q2 2020 and has held it in 24 quarters since. The position peaked at $53.9M in Q3 2024. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Atlas Private Wealth Advisors held 55,582 shares of Invesco S&P 500 Equal Weight ETF worth $10.7M as of Q1 2026.
Atlas Private Wealth Advisors sold 302 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $59.8K.
Invesco S&P 500 Equal Weight ETF made up 2.51% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #14 holding.
Atlas Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 24 quarters since.
Atlas Private Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $53.9M in Q3 2024.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.