Avantax Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$44.5M	Buy	244,644 +4,987	+2%	+$861K	0.24%	57
2025 Q1	$41.5M	Buy	239,657 +131,417	+121%	+$23.4M	0.25%	60
2024 Q4	$19M	Sell	108,240 -1,948	-2%	-$352K	0.12%	134
2024 Q3	$19.7M	Sell	110,188 -18,200	-14%	-$3.11M	0.13%	123
2024 Q2	$21.1M	Sell	128,388 -4,894	-4%	-$805K	0.15%	106
2024 Q1	$22.6M	Buy	133,282 +807	+0.6%	+$130K	0.2%	80
2023 Q4	$20.9M	Buy	132,475 +22,817	+21%	+$3.31M	0.21%	76
2023 Q3	$15.5M	Buy	109,658 +8,404	+8%	+$1.26M	0.17%	96
2023 Q2	$15.2M	Buy	101,254 +23,847	+31%	+$3.44M	0.17%	97
2023 Q1	$11.2M	Buy	77,407 +1,414	+2%	+$207K	0.14%	125
2022 Q4	$10.7M	Buy	75,993 +28,827	+61%	+$4.03M	0.14%	124
2022 Q3	$6M	Sell	47,166 -21,517	-31%	-$3.03M	0.09%	170
2022 Q2	$9.22M	Sell	68,683 -7,444	-10%	-$1.09M	0.14%	118
2022 Q1	$12M	Buy	76,127 +43,352	+132%	+$6.76M	0.17%	95
2021 Q4	$5.33M	Buy	32,775 +3,054	+10%	+$483K	0.08%	185
2021 Q3	$4.45M	Buy	29,721 +2,040	+7%	+$312K	0.07%	193
2021 Q2	$4.18M	Buy	27,681 +5,645	+26%	+$840K	0.08%	194
2021 Q1	$3.12M	Buy	22,036 +4,088	+23%	+$552K	0.07%	217
2020 Q4	$2.29M	Sell	17,948 -40,618	-69%	-$4.83M	0.05%	245
2020 Q3	$6.33M	Buy	58,566 +48,614	+488%	+$5.25M	0.1%	172
2020 Q2	$1.01M	Sell	9,952 -845	-8%	-$81.5K	0.03%	345
2020 Q1	$905K	Buy	10,797 +2,890	+37%	+$307K	0.03%	321
2019 Q4	$916K	Buy	7,907 +3,582	+83%	+$398K	0.02%	351
2019 Q3	$467K	Sell	4,325 -9,110	-68%	-$978K	0.02%	332
2019 Q2	$1.45M	Sell	13,435 -1,215	-8%	-$129K	0.06%	147
2019 Q1	$1.53M	Buy	14,650 +9,220	+170%	+$930K	0.08%	133
2018 Q4	$497K	Buy	+5,430	New	+$538K	0.08%	227

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's RSP Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.1% in Q2 2025, buying an estimated $861K and bringing the position to 244,644 shares worth $44.5M. The position accounts for 0.24% of the portfolio, ranked #57.

Avantax Advisory Services first reported a position in RSP in Q4 2018 and has held it in 27 quarters since. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Avantax Advisory Services held 244,644 shares of Invesco S&P 500 Equal Weight ETF worth $44.5M as of Q2 2025.
Avantax Advisory Services bought 4,987 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $861K.
Invesco S&P 500 Equal Weight ETF made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #57 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 27 quarters since.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.