Financial Advocates Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-5,365	Closed	-$975K	–	479
2025 Q2	$975K	Sell	5,365 -41,547	-89%	-$7.17M	0.08%	233
2025 Q1	$8.13M	Sell	46,912 -4,986	-10%	-$887K	0.57%	35
2024 Q4	$9.09M	Sell	51,898 -17,397	-25%	-$3.15M	0.52%	43
2024 Q3	$12.4M	Sell	69,295 -2,624	-4%	-$448K	0.7%	29
2024 Q2	$11.8M	Sell	71,919 -6,647	-8%	-$1.09M	0.73%	23
2024 Q1	$13.3M	Buy	78,566 +4,626	+6%	+$743K	0.77%	22
2023 Q4	$11.7M	Buy	73,940 +9,485	+15%	+$1.38M	0.76%	25
2023 Q3	$9.13M	Buy	64,455 +2,654	+4%	+$396K	0.66%	27
2023 Q2	$9.25M	Buy	61,801 +6,124	+11%	+$882K	0.66%	26
2023 Q1	$8.05M	Sell	55,677 -31,388	-36%	-$4.6M	0.58%	32
2022 Q4	$12.3M	Sell	87,065 -18,496	-18%	-$2.59M	0.92%	15
2022 Q3	$13.4M	Buy	105,561 +65,054	+161%	+$9.18M	1.11%	10
2022 Q2	$5.44M	Sell	40,507 -61,066	-60%	-$8.93M	0.44%	47
2022 Q1	$16M	Buy	101,573 +30,475	+43%	+$4.75M	1.06%	12
2021 Q4	$11.6M	Sell	71,098 -28,861	-29%	-$4.56M	0.73%	20
2021 Q3	$15M	Sell	99,959 -5,589	-5%	-$856K	1.01%	13
2021 Q2	$15.9M	Buy	105,548 +55,777	+112%	+$8.3M	1.06%	13
2021 Q1	$7.05M	Sell	49,771 -2,709	-5%	-$366K	0.5%	37
2020 Q4	$6.65M	Sell	52,480 -436	-0.8%	-$51.9K	0.45%	46
2020 Q3	$5.72M	Sell	52,916 -2,573	-5%	-$278K	0.49%	42
2020 Q2	$5.59M	Buy	55,489 +2,237	+4%	+$216K	0.53%	38
2020 Q1	$4.47M	Sell	53,252 -54,471	-51%	-$5.79M	0.64%	36
2019 Q4	$12.5M	Buy	107,723 +4,128	+4%	+$459K	1.33%	10
2019 Q3	$11.2M	Sell	103,595 -37,751	-27%	-$4.05M	1.28%	12
2019 Q2	$15.2M	Buy	141,346 +84,023	+147%	+$8.9M	1.77%	7
2019 Q1	$5.99M	Buy	57,323 +935	+2%	+$94.3K	0.74%	25
2018 Q4	$5.15M	Buy	56,388 +13,333	+31%	+$1.32M	0.7%	29
2018 Q3	$4.6M	Buy	43,055 +1,300	+3%	+$137K	0.51%	46
2018 Q2	$4.25M	Sell	41,755 -1,075	-3%	-$109K	0.52%	48
2018 Q1	$4.26M	Buy	42,830 +4,564	+12%	+$467K	0.55%	41
2017 Q4	$3.87M	Buy	+38,266	New	+$3.76M	0.53%	45

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Advocates Investment Management's RSP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 5,365 shares — an estimated $975K sold.

Financial Advocates Investment Management first reported a position in RSP in Q4 2017 and held it in 31 quarters. The position peaked at $16M in Q1 2022. 1,950 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,365 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $975K.
Financial Advocates Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $16M in Q1 2022.
1,950 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.