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 Q2	$1.55M	Buy	7,262 +6,705	+1,204%	+$1.37M	0.35%	48
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 $1.89T 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

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

Flagship Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1,204% in Q2 2026, buying an estimated $1.37M and bringing the position to 7,262 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #48.

Flagship Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Flagship Wealth Advisors held 7,262 shares of Invesco S&P 500 Equal Weight ETF worth $1.55M as of Q2 2026.
Flagship Wealth Advisors bought 6,705 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.37M.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Flagship Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.