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

Flagship 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 Q1	$101K	Sell	557 -582	-51%	-$115K	0.04%	144
2025 Q4	$218K	Hold	1,139	–	–	0.06%	118
2025 Q3	$216K	Buy	1,139 +582	+104%	+$108K	0.07%	113
2025 Q2	$101K	Hold	557	–	–	0.04%	156
2025 Q1	$96.5K	Hold	557	–	–	0.04%	154
2024 Q4	$97.6K	Buy	+557	New	+$101K	0.06%	140

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Flagship Wealth Advisors's RSP Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 51% in Q1 2026, selling an estimated $115K and leaving 557 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #144.

Flagship Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Flagship Wealth Advisors held 557 shares of Invesco S&P 500 Equal Weight ETF worth $101K as of Q1 2026.
Flagship Wealth Advisors sold 582 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $115K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #144 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $218K in Q4 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.