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

Capital Advisors Ltd’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	$49K	Sell	914 -204	-18%	-$10.7K	﹤0.01%	517
2026 Q1	$56K	Hold	1,118	–	–	0.01%	473
2025 Q4	$57K	Hold	1,118	–	–	0.01%	468
2025 Q3	$57K	Hold	1,118	–	–	0.01%	451
2025 Q2	$56K	Buy	+1,118	New	+$53.8K	0.01%	451

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

Capital Advisors Ltd's RSPA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 18% in Q2 2026, selling an estimated $10.7K and leaving 914 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Capital Advisors Ltd first reported a position in RSPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $57K in Q4 2025. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Capital Advisors Ltd held 914 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $49K as of Q2 2026.
Capital Advisors Ltd sold 204 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $10.7K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #517 holding.
Capital Advisors Ltd first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q2 2025 and has held it in 5 quarters since.
Capital Advisors Ltd's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $57K in Q4 2025.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.