Fortune Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fortune Financial 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	$2.46M	Sell	11,546 -486	-4%	-$99.5K	1.05%	28
2026 Q1	$2.31M	Sell	12,032 -415	-3%	-$82.2K	1.18%	24
2025 Q4	$2.38M	Sell	12,447 -1,363	-10%	-$259K	1.61%	19
2025 Q3	$2.62M	Sell	13,810 -330	-2%	-$61.5K	1.97%	17
2025 Q2	$2.57M	Sell	14,140 -98	-0.7%	-$16.9K	2.07%	13
2025 Q1	$2.47M	Sell	14,238 -834	-6%	-$148K	2.13%	13
2024 Q4	$2.64M	Sell	15,072 -203	-1%	-$36.7K	2.4%	10
2024 Q3	$2.74M	Sell	15,275 -66	-0.4%	-$11.3K	2.48%	10
2024 Q2	$2.52M	Sell	15,341 -85	-0.6%	-$14K	1.54%	18
2024 Q1	$2.61M	Sell	15,426 -311	-2%	-$49.9K	1.65%	17
2023 Q4	$2.48M	Sell	15,737 -163	-1%	-$23.7K	1.73%	15
2023 Q3	$2.25M	Sell	15,900 -260	-2%	-$38.8K	1.72%	18
2023 Q2	$2.42M	Buy	+16,160	New	+$2.33M	1.82%	13

Other funds holding RSP

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

COPPSERS

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fortune Financial Advisors's RSP Position: Q2 2026 in Review

Fortune Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4% in Q2 2026, selling an estimated $99.5K and leaving 11,546 shares worth $2.46M. The position accounts for 1.05% of the portfolio, ranked #28.

Fortune Financial Advisors first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.74M in Q3 2024. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Fortune Financial Advisors held 11,546 shares of Invesco S&P 500 Equal Weight ETF worth $2.46M as of Q2 2026.
Fortune Financial Advisors sold 486 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $99.5K.
Invesco S&P 500 Equal Weight ETF made up 1.05% of Fortune Financial Advisors's portfolio in Q2 2026, its #28 holding.
Fortune Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.74M in Q3 2024.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.