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

Delos Wealth 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	$3.37M	Buy	15,824 +460	+3%	+$94.1K	1.73%	27
2026 Q1	$2.95M	Buy	15,364 +600	+4%	+$119K	1.69%	23
2025 Q4	$2.83M	Buy	14,764 +215	+1%	+$40.8K	1.87%	22
2025 Q3	$2.76M	Buy	14,549 +891	+7%	+$166K	1.86%	21
2025 Q2	$2.48M	Sell	13,658 -629	-4%	-$109K	1.93%	20
2025 Q1	$2.47M	Buy	14,287 +5,093	+55%	+$906K	1.96%	21
2024 Q4	$1.61M	Buy	9,194 +1,475	+19%	+$267K	1.28%	31
2024 Q3	$1.38M	Buy	7,719 +1,048	+16%	+$179K	1.21%	31
2024 Q2	$1.1M	Buy	6,671 +1,917	+40%	+$315K	1.06%	32
2024 Q1	$805K	Buy	4,754 +4,345	+1,062%	+$698K	0.9%	33
2023 Q4	$64.5K	Sell	409 -77	-16%	-$11.2K	0.09%	52
2023 Q3	$72.9K	Sell	486 -92	-16%	-$13.7K	0.09%	57
2023 Q2	$86.5K	Buy	578 +539	+1,382%	+$77.6K	0.11%	53
2023 Q1	$5.64K	Sell	39 -25	-39%	-$3.66K	0.01%	153
2022 Q4	$9.04K	Hold	64	–	–	0.01%	141
2022 Q3	$8K	Hold	64	–	–	0.01%	151
2022 Q2	$9K	Hold	64	–	–	0.01%	145
2022 Q1	$10K	Hold	64	–	–	0.01%	167
2021 Q4	$10K	Hold	64	–	–	0.01%	217
2021 Q3	$10K	Sell	64 -13	-17%	-$1.99K	0.01%	100
2021 Q2	$12K	Buy	+77	New	+$11.5K	0.02%	95

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

Delos Wealth Advisors's RSP Position: Q2 2026 in Review

Delos Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q2 2026, buying an estimated $94.1K and bringing the position to 15,824 shares worth $3.37M. The position accounts for 1.73% of the portfolio, ranked #27.

Delos Wealth Advisors first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Delos Wealth Advisors held 15,824 shares of Invesco S&P 500 Equal Weight ETF worth $3.37M as of Q2 2026.
Delos Wealth Advisors bought 460 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $94.1K.
Invesco S&P 500 Equal Weight ETF made up 1.73% of Delos Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Delos Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.