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 Q3	$985K	Buy	4,735 +1,159	+32%	+$250K	0.28%	50
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Elevation Wealth Partners's RSP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 32% in Q3 2026, buying an estimated $250K and bringing the position to 4,735 shares worth $985K. The position accounts for 0.28% of the portfolio, ranked #50.

Elevation Wealth Partners first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.12M in Q3 2024. 933 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Elevation Wealth Partners held 4,735 shares of Invesco S&P 500 Equal Weight ETF worth $985K as of Q3 2026.
Elevation Wealth Partners bought 1,159 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $250K.
Invesco S&P 500 Equal Weight ETF made up 0.28% of Elevation Wealth Partners's portfolio in Q3 2026, its #50 holding.
Elevation Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $4.12M in Q3 2024.
933 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.