Fortis Group Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fortis Group 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	$18.2M	Buy	85,380 +6,960	+9%	+$1.42M	2.9%	3
2026 Q1	$16M	Buy	78,420 +34,845	+80%	+$6.91M	2.64%	5
2025 Q4	$8.63M	Buy	43,575 +4,248	+11%	+$806K	1.45%	13
2025 Q3	$7.39M	Sell	39,327 -4,459	-10%	-$831K	1.27%	16
2025 Q2	$8.04M	Sell	43,786 -44,504	-50%	-$7.68M	1.46%	12
2025 Q1	$15.3M	Buy	88,290 +23,892	+37%	+$4.25M	2.97%	3
2024 Q4	$11.3M	Buy	64,398 +23,889	+59%	+$4.32M	2.1%	7
2024 Q3	$7.26M	Buy	40,509 +15,357	+61%	+$2.62M	1.34%	27
2024 Q2	$4.13M	Buy	25,152 +17,562	+231%	+$2.89M	0.82%	38
2024 Q1	$1.29M	Buy	7,590 +1,201	+19%	+$193K	0.24%	81
2023 Q4	$930K	Buy	6,389 +226	+4%	+$32.8K	0.23%	49
2023 Q3	$891K	Sell	6,163 -382	-6%	-$57.1K	0.27%	45
2023 Q2	$979K	Buy	6,545 +694	+12%	+$100K	0.26%	61
2023 Q1	$849K	Buy	+5,851	New	+$857K	0.26%	52
2020 Q3	$42K	Buy	+390	New	+$42.1K	0.01%	214

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

Fortis Group Advisors's RSP Position: Q2 2026 in Review

Fortis Group Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.9% in Q2 2026, buying an estimated $1.42M and bringing the position to 85,380 shares worth $18.2M. The position accounts for 2.9% of the portfolio, ranked #3.

Fortis Group Advisors first reported a position in RSP in Q3 2020 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fortis Group Advisors held 85,380 shares of Invesco S&P 500 Equal Weight ETF worth $18.2M as of Q2 2026.
Fortis Group Advisors bought 6,960 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.42M.
Invesco S&P 500 Equal Weight ETF made up 2.9% of Fortis Group Advisors's portfolio in Q2 2026, its #3 holding.
Fortis Group Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 15 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.