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 Q3	$43.2M	Sell	838,877 -88,679	-10%	-$4.76M	1.17%	12
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

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's RSPA Position: Q3 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 9.6% in Q3 2026, selling an estimated $4.76M and leaving 838,877 shares worth $43.2M. The position accounts for 1.17% of the portfolio, ranked #12.

CX Institutional first reported a position in RSPA in Q3 2025 and has held it in 5 quarters since. The position peaked at $53M in Q3 2025. 24 funds tracked by Wall St. Rank hold RSPA as of Q3 2026.

CX Institutional held 838,877 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $43.2M as of Q3 2026.
CX Institutional sold 88,679 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q3 2026, an estimated $4.76M.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 1.17% of CX Institutional's portfolio in Q3 2026, its #12 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 5 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $53M in Q3 2025.
24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.