Great Valley Advisor Group’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Great Valley Advisor Group’s Portfolio RSPA Stock Details RSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	19,384 -2,192	-10%	-$114K	0.02%	539
2026 Q1	$1.08M	Buy	21,576 +16,241	+304%	+$841K	0.02%	502
2025 Q4	$272K	Buy	+5,335	New	+$272K	0.01%	808

Other funds holding RSPA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Great Valley Advisor Group's RSPA Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 10% in Q2 2026, selling an estimated $114K and leaving 19,384 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #539.

Great Valley Advisor Group first reported a position in RSPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Great Valley Advisor Group held 19,384 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $1.03M as of Q2 2026.
Great Valley Advisor Group sold 2,192 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $114K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #539 holding.
Great Valley Advisor Group first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
Great Valley Advisor Group's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $1.08M in Q1 2026.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.