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

Evolution 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	$5.4M	Buy	25,379 +3,273	+15%	+$670K	0.63%	30
2026 Q1	$4.24M	Buy	22,106 +2,840	+15%	+$563K	0.43%	33
2025 Q4	$3.69M	Sell	19,266 -170	-0.9%	-$32.3K	0.37%	37
2025 Q3	$3.69M	Hold	19,436	–	–	0.5%	39
2025 Q2	$3.53M	Hold	19,436	–	–	0.52%	37
2025 Q1	$3.37M	Sell	19,436 -1,858	-9%	-$330K	0.56%	35
2024 Q4	$3.73M	Sell	21,294 -40	-0.2%	-$7.23K	0.62%	29
2024 Q3	$3.82M	Buy	21,334 +180	+0.9%	+$30.8K	0.69%	31
2024 Q2	$3.48M	Buy	21,154 +934	+5%	+$154K	0.68%	31
2024 Q1	$3.42M	Hold	20,220	–	–	0.66%	32
2023 Q4	$3.19M	Hold	20,220	–	–	0.64%	37
2023 Q3	$2.86M	Buy	+20,220	New	+$3.02M	0.64%	37

Other funds holding RSP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

COPPSERS

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Evolution Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, buying an estimated $670K and bringing the position to 25,379 shares worth $5.4M. The position accounts for 0.63% of the portfolio, ranked #30.

Evolution Wealth Advisors first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 1,794 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Evolution Wealth Advisors held 25,379 shares of Invesco S&P 500 Equal Weight ETF worth $5.4M as of Q2 2026.
Evolution Wealth Advisors bought 3,273 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $670K.
Invesco S&P 500 Equal Weight ETF made up 0.63% of Evolution Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Evolution Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
1,794 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.