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

Axxcess 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 		$5.1M Sell
24,500
-47,513
-66% -$10.3M 0.21% 117
2026
Q2 		$15.3M Sell
72,013
-7,009
-9% -$1.43M 0.24% 84
2026
Q1 		$15.2M Sell
79,022
-61,471
-44% -$12.2M 0.49% 48
2025
Q4 		$26.9M Buy
140,493
+123,408
+722% +$23.4M 0.47% 47
2025
Q3 		$3.24M Sell
17,085
-1,499
-8% -$279K 0.07% 224
2025
Q2 		$3.38M Sell
18,584
-26,070
-58% -$4.5M 0.08% 195
2025
Q1 		$7.74M Buy
44,654
+26,036
+140% +$4.63M 0.21% 91
2024
Q4 		$3.26M Sell
18,618
-19,767
-51% -$3.57M 0.08% 184
2024
Q3 		$6.88M Buy
38,385
+16,354
+74% +$2.79M 0.17% 107
2024
Q2 		$3.62M Sell
22,031
-37,207
-63% -$6.12M 0.1% 169
2024
Q1 		$10M Buy
59,238
+7,671
+15% +$1.23M 0.27% 76
2023
Q4 		$8.14M Buy
51,567
+2,362
+5% +$343K 0.24% 86
2023
Q3 		$6.97M Sell
49,205
-21,497
-30% -$3.21M 0.24% 85
2023
Q2 		$10.6M Buy
70,702
+41,877
+145% +$6.03M 0.77% 22
2023
Q1 		$4.17M Buy
28,825
+16,923
+142% +$2.48M 0.32% 71
2022
Q4 		$1.68M Sell
11,902
-726
-6% -$102K 0.14% 146
2022
Q3 		$1.61M Sell
12,628
-3,129
-20% -$441K 0.15% 133
2022
Q2 		$2.11M Sell
15,757
-2,760
-15% -$404K 0.19% 104
2022
Q1 		$2.92M Sell
18,517
-7,015
-27% -$1.09M 0.23% 89
2021
Q4 		$4.16M Buy
+25,532
New +$4.03M 0.3% 66

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 66% in Q3 2026, selling an estimated $10.3M and leaving 24,500 shares worth $5.1M. The position accounts for 0.21% of the portfolio, ranked #117.

Axxcess Wealth Management first reported a position in RSP in Q4 2021 and has held it in 20 quarters since. The position peaked at $26.9M in Q4 2025. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Axxcess Wealth Management held 24,500 shares of Invesco S&P 500 Equal Weight ETF worth $5.1M as of Q3 2026.
  • Axxcess Wealth Management sold 47,513 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $10.3M.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of Axxcess Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $26.9M in Q4 2025.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.