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 Q2	$564K	Buy	2,650 +100	+4%	+$20.5K	0.1%	78
2026 Q1	$489K	Buy	2,550 +50	+2%	+$9.91K	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

COPPSERS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Blue Zone Wealth Advisors's RSP Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,650 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #78.

Blue Zone Wealth Advisors first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Blue Zone Wealth Advisors held 2,650 shares of Invesco S&P 500 Equal Weight ETF worth $564K as of Q2 2026.
Blue Zone Wealth Advisors bought 100 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.5K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Blue Zone Wealth Advisors's portfolio in Q2 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 6 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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