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Edge Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Edge Wealth Management’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 		$766K Buy
3,598
+1,010
+39% +$207K 0.13% 38
2026
Q1 		$497K Sell
2,588
-135
-5% -$26.8K 0.08% 49
2025
Q4 		$522K Sell
2,723
-510
-16% -$96.8K 0.09% 45
2025
Q3 		$613K Buy
3,233
+2
+0.1% +$373 0.11% 46
2025
Q2 		$588K Sell
3,231
-98
-3% -$16.9K 0.11% 46
2025
Q1 		$577K Sell
3,329
-3,589
-52% -$638K 0.12% 46
2024
Q4 		$1.21M Buy
6,918
+3,805
+122% +$688K 0.25% 32
2024
Q3 		$558K Buy
3,113
+423
+16% +$72.3K 0.11% 45
2024
Q2 		$442K Buy
2,690
+2
+0.1% +$329 0.09% 47
2024
Q1 		$455K Buy
2,688
+428
+19% +$68.7K 0.1% 50
2023
Q4 		$357K Buy
2,260
+790
+54% +$115K 0.08% 55
2023
Q3 		$208K Buy
+1,470
New +$220K 0.05% 69
2020
Q3 		– Sell
-165
Closed -$17K – 597
2020
Q2 		$17K Buy
+165
New +$15.9K ﹤0.01% 387
2020
Q1 		– Sell
-205
Closed -$24K – 670
2019
Q4 		$24K Hold
205
– – ﹤0.01% 319
2019
Q3 		$22K Buy
+205
New +$22K 0.01% 323

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Edge Wealth Management's RSP Position: Q2 2026 in Review

Edge Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 39% in Q2 2026, buying an estimated $207K and bringing the position to 3,598 shares worth $766K. The position accounts for 0.13% of the portfolio, ranked #38.

Edge Wealth Management first reported a position in RSP in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2024. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Edge Wealth Management held 3,598 shares of Invesco S&P 500 Equal Weight ETF worth $766K as of Q2 2026.
  • Edge Wealth Management bought 1,010 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $207K.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of Edge Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Edge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 15 quarters since.
  • Edge Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.