B. Riley Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

B. Riley 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 Q2	$4.2M	Sell	19,707 -4,795	-20%	-$981K	0.22%	101
2026 Q1	$4.61M	Buy	24,502 +2,530	+12%	+$501K	0.29%	81
2025 Q4	$4.21M	Sell	21,972 -800	-4%	-$152K	0.19%	115
2025 Q3	$4.32M	Buy	22,772 +2,440	+12%	+$455K	0.2%	105
2025 Q2	$3.7M	Buy	+20,332	New	+$3.51M	0.17%	124
2024 Q4	$5.34M	Sell	30,487 -5,934	-16%	-$1.07M	0.18%	130
2024 Q3	$6.49M	Sell	36,421 -2,555	-7%	-$436K	0.18%	129
2024 Q2	$6.4M	Sell	38,976 -136	-0.3%	-$22.4K	0.16%	129
2024 Q1	$5.54M	Sell	39,112 -12,400	-24%	-$1.99M	0.15%	148
2023 Q4	$8.13M	Buy	51,512 +12,400	+32%	+$1.8M	0.22%	99
2023 Q3	$5.54M	Buy	39,112 +1,445	+4%	+$216K	0.15%	148
2023 Q2	$5.64M	Sell	37,667 -9,461	-20%	-$1.36M	0.13%	168
2023 Q1	$6.82M	Sell	47,128 -762	-2%	-$112K	0.18%	126
2022 Q4	$6.76M	Buy	47,890 +4,776	+11%	+$668K	0.19%	126
2022 Q3	$5.49M	Buy	43,114 +29,012	+206%	+$4.09M	0.17%	138
2022 Q2	$1.89M	Sell	14,102 -12,224	-46%	-$1.79M	0.08%	257
2022 Q1	$4.15M	Sell	26,326 -2,785	-10%	-$434K	0.14%	161
2021 Q4	$4.74M	Sell	29,111 -3,371	-10%	-$533K	0.14%	157
2021 Q3	$4.87M	Sell	32,482 -4,518	-12%	-$692K	0.15%	143
2021 Q2	$5.58M	Buy	37,000 +5,892	+19%	+$877K	0.18%	127
2021 Q1	$4.41M	Buy	31,108 +21,817	+235%	+$2.94M	0.16%	150
2020 Q4	$1.19M	Sell	9,291 -2,560	-22%	-$304K	0.06%	286
2020 Q3	$1.28M	Buy	11,851 +114	+1%	+$12.3K	0.07%	270
2020 Q2	$1.2M	Sell	11,737 -1,396	-11%	-$135K	0.08%	246
2020 Q1	$1.1M	Sell	13,133 -2,675	-17%	-$284K	0.09%	218
2019 Q4	$1.83M	Buy	15,808 +958	+6%	+$106K	0.16%	148
2019 Q3	$1.6M	Buy	14,850 +582	+4%	+$62.5K	0.16%	150
2019 Q2	$1.54M	Sell	14,268 -10,556	-43%	-$1.12M	0.17%	128
2019 Q1	$2.59M	Buy	24,824 +3,680	+17%	+$371K	0.32%	62
2018 Q4	$1.93M	Buy	21,144 +2,950	+16%	+$292K	0.28%	81
2018 Q3	$1.94M	Buy	18,194 +248	+1%	+$26.2K	0.23%	94
2018 Q2	$1.83M	Sell	17,946 -1,124	-6%	-$114K	0.24%	98
2018 Q1	$1.9M	Sell	19,070 -2,070	-10%	-$212K	0.27%	97
2017 Q4	$2.14M	Buy	+21,140	New	+$2.08M	0.29%	93
2017 Q3	–	Sell	-20,480	Closed	-$1.9M	–	586
2017 Q2	$1.9M	Buy	20,480 +1,195	+6%	+$110K	0.34%	78
2017 Q1	$1.75M	Sell	19,285 -730	-4%	-$65.5K	0.35%	72
2016 Q4	$1.74M	Sell	20,015 -951	-5%	-$80.3K	0.35%	76
2016 Q3	$884K	Buy	20,966 +4,228	+25%	+$352K	0.17%	152
2016 Q2	$543K	Buy	+16,738	New	+$1.33M	0.11%	232
2016 Q1	–	Sell	-17,720	Closed	-$1.36M	–	598
2015 Q4	$1.36M	Sell	17,720 -759	-4%	-$58.9K	0.28%	96
2015 Q3	$1.36M	Sell	18,479 -7,870	-30%	-$613K	0.33%	70
2015 Q2	$2.11M	Buy	26,349 +18,504	+236%	+$1.52M	0.52%	38
2015 Q1	$635K	Sell	7,845 -3	-0%	-$241	0.15%	172
2014 Q4	$628	Buy	7,848 +1,445	+23%	+$112K	0.01%	848
2014 Q3	$485K	Sell	6,403 -11,763	-65%	-$903K	0.13%	211
2014 Q2	$730K	Buy	18,166 +5,655	+45%	+$419K	0.17%	132
2014 Q1	$913K	Sell	12,511 -25	-0.2%	-$1.78K	0.28%	81
2013 Q4	$893K	Sell	12,536 -2,036	-14%	-$139K	0.29%	79
2013 Q3	$950K	Sell	14,572 -4,791	-25%	-$309K	0.32%	69
2013 Q2	$1.19M	Buy	+19,363	New	+$1.19M	0.4%	53

Other funds holding RSP

TPSF

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

B. Riley Wealth Advisors's RSP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, selling an estimated $981K and leaving 19,707 shares worth $4.2M. The position accounts for 0.22% of the portfolio, ranked #101.

B. Riley Wealth Advisors first reported a position in RSP in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.13M in Q4 2023. 816 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

B. Riley Wealth Advisors held 19,707 shares of Invesco S&P 500 Equal Weight ETF worth $4.2M as of Q2 2026.
B. Riley Wealth Advisors sold 4,795 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $981K.
Invesco S&P 500 Equal Weight ETF made up 0.22% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #101 holding.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 50 quarters since.
B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $8.13M in Q4 2023.
816 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.