Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Blue Zone 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
Q3 		$556K Buy
2,675
+25
+0.9% +$5.4K 0.09% 78
2026
Q2 		$564K Buy
2,650
+100
+4% +$20.5K 0.1% 78
2026
Q1 		$489K Buy
2,550
+50
+2% +$9.9K 0.1% 82
2025
Q4 		$479K Buy
2,500
+500
+25% +$94.9K 0.09% 94
2025
Q3 		$379K Hold
2,000
– – 0.08% 98
2025
Q2 		$363K Hold
2,000
– – 0.09% 82
2025
Q1 		$346K Buy
+2,000
New +$356K 0.1% 82

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Blue Zone Wealth Advisors's RSP Position: Q3 2026 in Review

Blue Zone Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.94% in Q3 2026, buying an estimated $5.4K and bringing the position to 2,675 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #78.

Blue Zone Wealth Advisors first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. The position peaked at $564K in Q2 2026. 1,481 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Blue Zone Wealth Advisors held 2,675 shares of Invesco S&P 500 Equal Weight ETF worth $556K as of Q3 2026.
  • Blue Zone Wealth Advisors bought 25 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $5.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Blue Zone Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
  • Blue Zone Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $564K in Q2 2026.
  • 1,481 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.