Beacon Pointe Advisors’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Beacon Pointe Advisors’s Portfolio RSPA Stock Details RSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	+5,993	New	+$310K	﹤0.01%	1537
2025 Q4	–	Sell	-21,186	Closed	-$1.08M	–	1572
2025 Q3	$1.08M	Buy	+21,186	New	+$1.07M	0.01%	735

Other funds holding RSPA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

Beacon Pointe Advisors's RSPA Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) in Q1 2026: 5,993 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in RSPA as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in RSPA in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.08M in Q3 2025. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

Beacon Pointe Advisors held 5,993 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $300K as of Q1 2026.
Invesco S&P 500 Equal Weight Income Advantage ETF was a new Beacon Pointe Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1537 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and has held it in 2 quarters since.
Beacon Pointe Advisors's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $1.08M in Q3 2025.
69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.