HighPoint Advisor Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

HighPoint Advisor Group’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	$3.98M	Sell	18,712 -28,999	-61%	-$5.93M	0.14%	136
2026 Q1	$9.16M	Buy	47,711 +656	+1%	+$130K	0.38%	59
2025 Q4	$9.01M	Buy	+47,055	New	+$8.93M	0.2%	102

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

HighPoint Advisor Group's RSP Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 61% in Q2 2026, selling an estimated $5.93M and leaving 18,712 shares worth $3.98M. The position accounts for 0.14% of the portfolio, ranked #136.

HighPoint Advisor Group first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.16M in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HighPoint Advisor Group held 18,712 shares of Invesco S&P 500 Equal Weight ETF worth $3.98M as of Q2 2026.
HighPoint Advisor Group sold 28,999 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.93M.
Invesco S&P 500 Equal Weight ETF made up 0.14% of HighPoint Advisor Group's portfolio in Q2 2026, its #136 holding.
HighPoint Advisor Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's Invesco S&P 500 Equal Weight ETF position peaked at $9.16M in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.