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

Avaii 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
Q3 		$383K Buy
1,826
+76
+4% +$16.4K 0.11% 113
2026
Q2 		$372K Sell
1,750
-242
-12% -$49.5K 0.11% 118
2026
Q1 		$382K Buy
1,992
+1
+0.1% +$198 0.13% 95
2025
Q4 		$381K Sell
1,991
-17
-0.8% -$3.23K 0.14% 93
2025
Q3 		$381K Buy
2,008
+193
+11% +$36K 0.14% 92
2025
Q2 		$330K Sell
1,815
-2,284
-56% -$394K 0.15% 89
2025
Q1 		$710K Buy
4,099
+140
+4% +$24.9K 0.38% 37
2024
Q4 		$694K Buy
3,959
+1,274
+47% +$230K 0.34% 41
2024
Q3 		$481K Sell
2,685
-690
-20% -$118K 0.24% 57
2024
Q2 		$554K Sell
3,375
-714
-17% -$117K 0.31% 57
2024
Q1 		$692K Sell
4,089
-2,507
-38% -$403K 0.41% 44
2023
Q4 		$1.04M Buy
6,596
+1,548
+31% +$225K 0.68% 28
2023
Q3 		$715K Buy
5,048
+1,188
+31% +$177K 0.54% 41
2023
Q2 		$578K Buy
+3,860
New +$556K 0.44% 53
2022
Q2 		– Sell
-1,275
Closed -$201K – 117
2022
Q1 		$201K Sell
1,275
-182
-12% -$28.4K 0.19% 106
2021
Q4 		$237K Buy
+1,457
New +$230K 0.24% 85

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Avaii Wealth Management's RSP Position: Q3 2026 in Review

Avaii Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.3% in Q3 2026, buying an estimated $16.4K and bringing the position to 1,826 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #113.

Avaii Wealth Management first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2023. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Avaii Wealth Management held 1,826 shares of Invesco S&P 500 Equal Weight ETF worth $383K as of Q3 2026.
  • Avaii Wealth Management bought 76 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $16.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Avaii Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Avaii Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
  • Avaii Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.04M in Q4 2023.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.