Elevation Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Elevation Wealth Partners’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	$761K	Sell	3,576 -1,907	-35%	-$390K	0.23%	62
2026 Q1	$1.05M	Buy	5,483 +1,403	+34%	+$278K	0.38%	43
2025 Q4	$782K	Buy	4,080 +110	+3%	+$20.9K	0.28%	50
2025 Q3	$753K	Sell	3,970 -70	-2%	-$13K	0.27%	54
2025 Q2	$734K	Sell	4,040 -3,054	-43%	-$527K	0.29%	54
2025 Q1	$1.23M	Sell	7,094 -280	-4%	-$49.8K	0.53%	38
2024 Q4	$1.29M	Sell	7,374 -15,635	-68%	-$2.83M	0.55%	36
2024 Q3	$4.12M	Buy	23,009 +1,393	+6%	+$238K	1.77%	11
2024 Q2	$3.55M	Buy	21,616 +3,826	+22%	+$629K	1.68%	12
2024 Q1	$3.01M	Buy	17,790 +5,611	+46%	+$901K	1.51%	14
2023 Q4	$1.73M	Buy	+12,179	New	+$1.77M	1.03%	21

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Elevation Wealth Partners's RSP Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, selling an estimated $390K and leaving 3,576 shares worth $761K. The position accounts for 0.23% of the portfolio, ranked #62.

Elevation Wealth Partners first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.12M in Q3 2024. 938 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Elevation Wealth Partners held 3,576 shares of Invesco S&P 500 Equal Weight ETF worth $761K as of Q2 2026.
Elevation Wealth Partners sold 1,907 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $390K.
Invesco S&P 500 Equal Weight ETF made up 0.23% of Elevation Wealth Partners's portfolio in Q2 2026, its #62 holding.
Elevation Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $4.12M in Q3 2024.
938 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.