Centerpoint Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Centerpoint 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	$255K	Hold	1,200	–	–	0.07%	82
2026 Q1	$230K	Hold	1,200	–	–	0.07%	80
2025 Q4	$230K	Hold	1,200	–	–	0.07%	83
2025 Q3	$228K	Hold	1,200	–	–	0.07%	84
2025 Q2	$218K	Hold	1,200	–	–	0.07%	83
2025 Q1	$208K	Hold	1,200	–	–	0.08%	83
2024 Q4	$210K	Buy	+1,200	New	+$217K	0.07%	87
2023 Q4	–	Sell	-100	Closed	-$14K	–	571
2023 Q3	$14K	Hold	100	–	–	0.01%	298
2023 Q2	$15K	Hold	100	–	–	0.01%	310
2023 Q1	$14K	Buy	+100	New	+$14.6K	0.01%	326

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Centerpoint Advisors's RSP Position: Q2 2026 in Review

Centerpoint Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,200 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #82.

Centerpoint Advisors first reported a position in RSP in Q1 2023 and has held it in 10 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Centerpoint Advisors held 1,200 shares of Invesco S&P 500 Equal Weight ETF worth $255K as of Q2 2026.
Centerpoint Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Centerpoint Advisors's portfolio in Q2 2026, its #82 holding.
Centerpoint Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 10 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.