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 Q2	$235K	Sell	4,401 -1,592	-27%	-$83.1K	﹤0.01%	1732
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 $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Beacon Pointe Advisors's RSPA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 27% in Q2 2026, selling an estimated $83.1K and leaving 4,401 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Beacon Pointe Advisors first reported a position in RSPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q3 2025. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Beacon Pointe Advisors held 4,401 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $235K as of Q2 2026.
Beacon Pointe Advisors sold 1,592 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $83.1K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1732 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 3 quarters since.
Beacon Pointe Advisors's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $1.08M in Q3 2025.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.