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

Emergent 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	$381K	Sell	1,789 -50	-3%	-$10.2K	0.2%	84
2026 Q1	$353K	Sell	1,839 -620	-25%	-$123K	0.21%	88
2025 Q4	$471K	Buy	2,459 +30	+1%	+$5.7K	0.26%	74
2025 Q3	$461K	Buy	2,429 +21	+0.9%	+$3.91K	0.27%	72
2025 Q2	$438K	Sell	2,408 -7	-0.3%	-$1.21K	0.28%	71
2025 Q1	$418K	Buy	2,415 +8	+0.3%	+$1.42K	0.3%	64
2024 Q4	$422K	Buy	2,407 +3	+0.1%	+$542	0.31%	62
2024 Q3	$431K	Sell	2,404 -257	-10%	-$43.9K	0.32%	62
2024 Q2	$394K	Sell	2,661 -135	-5%	-$22.2K	0.32%	63
2024 Q1	$474K	Sell	2,796 -1,933	-41%	-$310K	0.41%	47
2023 Q4	$746K	Buy	+4,729	New	+$687K	0.7%	29

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

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

Emergent Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q2 2026, selling an estimated $10.2K and leaving 1,789 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #84.

Emergent Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $746K in Q4 2023. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Emergent Wealth Advisors held 1,789 shares of Invesco S&P 500 Equal Weight ETF worth $381K as of Q2 2026.
Emergent Wealth Advisors sold 50 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Emergent Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Emergent Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $746K in Q4 2023.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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