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

Cresta 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	$367K	Sell	1,726 -203	-11%	-$41.5K	0.13%	48
2026 Q1	$370K	Hold	1,929	–	–	0.15%	47
2025 Q4	$370K	Buy	1,929 +76	+4%	+$14.4K	0.15%	45
2025 Q3	$352K	Sell	1,853 -275	-13%	-$51.2K	0.16%	40
2025 Q2	$387K	Hold	2,128	–	–	0.19%	39
2025 Q1	$369K	Hold	2,128	–	–	0.19%	40
2024 Q4	$381K	Hold	2,128	–	–	0.2%	43
2024 Q3	$381K	Buy	+2,128	New	+$364K	0.2%	43
2023 Q1	–	Sell	-1,449	Closed	-$205K	–	42
2022 Q4	$205K	Buy	+1,449	New	+$203K	0.18%	34

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

Cresta Advisors's RSP Position: Q2 2026 in Review

Cresta Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $41.5K and leaving 1,726 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #48.

Cresta Advisors first reported a position in RSP in Q4 2022 and has held it in 9 quarters since. The position peaked at $387K in Q2 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cresta Advisors held 1,726 shares of Invesco S&P 500 Equal Weight ETF worth $367K as of Q2 2026.
Cresta Advisors sold 203 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $41.5K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Cresta Advisors's portfolio in Q2 2026, its #48 holding.
Cresta Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 9 quarters since.
Cresta Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $387K in Q2 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.