Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$538K	Buy	2,530 +11	+0.4%	+$2.25K	0.03%	224
2026 Q1	$484K	Buy	2,519 +44	+2%	+$8.72K	0.03%	219
2025 Q4	$474K	Buy	2,475 +2	+0.1%	+$380	0.03%	221
2025 Q3	$469K	Sell	2,473 -762	-24%	-$142K	0.03%	217
2025 Q2	$588K	Sell	3,235 -62	-2%	-$10.7K	0.04%	177
2025 Q1	$571K	Buy	3,297 +8	+0.2%	+$1.42K	0.05%	165
2024 Q4	$576K	Sell	3,289 -493	-13%	-$89.1K	0.05%	173
2024 Q3	$678K	Sell	3,782 -387	-9%	-$66.1K	0.07%	133
2024 Q2	$685K	Sell	4,169 -1,242	-23%	-$204K	0.08%	126
2024 Q1	$916K	Sell	5,411 -4,940	-48%	-$793K	0.11%	107
2023 Q4	$1.63M	Sell	10,351 -269	-3%	-$39.1K	0.25%	61
2023 Q3	$1.5M	Buy	10,620 +1,651	+18%	+$247K	0.26%	61
2023 Q2	$1.34M	Buy	8,969 +1,552	+21%	+$224K	0.23%	58
2023 Q1	$1.07M	Buy	7,417 +1,199	+19%	+$176K	0.19%	70
2022 Q4	$878K	Buy	6,218 +2,669	+75%	+$373K	0.17%	76
2022 Q3	$455K	Buy	3,549 +1,052	+42%	+$148K	0.08%	112
2022 Q2	$335K	Sell	2,497 -1,387	-36%	-$203K	0.06%	135
2022 Q1	$612K	Buy	3,884 +3,633	+1,447%	+$566K	0.26%	69
2021 Q4	$41K	Buy	+251	New	+$39.7K	0.02%	179

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

Guardian Wealth Advisors (North Carolina)'s RSP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.44% in Q2 2026, buying an estimated $2.25K and bringing the position to 2,530 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #224.

Guardian Wealth Advisors (North Carolina) first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2023. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 2,530 shares of Invesco S&P 500 Equal Weight ETF worth $538K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 11 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.25K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #224 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 Equal Weight ETF position peaked at $1.63M in Q4 2023.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.