Independent Financial Group’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Independent Financial 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 Q3	$335K	Sell	6,505 -78	-1%	-$4.19K	0.01%	1194
2026 Q2	$351K	Buy	6,583 +165	+3%	+$8.62K	0.01%	1156
2026 Q1	$321K	Buy	6,418 +161	+3%	+$8.34K	0.01%	1125
2025 Q4	$319K	Buy	6,257 +386	+7%	+$19.6K	0.01%	1120
2025 Q3	$300K	Hold	5,871	–	–	0.01%	1093
2025 Q2	$293K	Buy	5,871 +26	+0.4%	+$1.25K	0.01%	1041
2025 Q1	$288K	Buy	+5,845	New	+$295K	0.01%	949

Other funds holding RSPA

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Independent Financial Group's RSPA Position: Q3 2026 in Review

Independent Financial Group reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 1.2% in Q3 2026, selling an estimated $4.19K and leaving 6,505 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1194.

Independent Financial Group first reported a position in RSPA in Q1 2025 and has held it in 7 quarters since. The position peaked at $351K in Q2 2026. 5 funds tracked by Wall St. Rank hold RSPA as of Q3 2026.

Independent Financial Group held 6,505 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $335K as of Q3 2026.
Independent Financial Group sold 78 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q3 2026, an estimated $4.19K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1194 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q1 2025 and has held it in 7 quarters since.
Independent Financial Group's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $351K in Q2 2026.
5 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.