CX Institutional’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

CX Institutional’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	$49.5M	Sell	927,556 -2,007	-0.2%	-$105K	1.43%	13
2026 Q1	$46.5M	Sell	929,563 -39,794	-4%	-$2.06M	1.42%	12
2025 Q4	$49.4M	Sell	969,357 -68,623	-7%	-$3.49M	1.47%	20
2025 Q3	$53M	Buy	+1,037,980	New	+$52.3M	1.61%	18

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

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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

CX Institutional's RSPA Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 0.22% in Q2 2026, selling an estimated $105K and leaving 927,556 shares worth $49.5M. The position accounts for 1.43% of the portfolio, ranked #13.

CX Institutional first reported a position in RSPA in Q3 2025 and has held it in 4 quarters since. The position peaked at $53M in Q3 2025. 84 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

CX Institutional held 927,556 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $49.5M as of Q2 2026.
CX Institutional sold 2,007 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $105K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 1.43% of CX Institutional's portfolio in Q2 2026, its #13 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $53M in Q3 2025.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.