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 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

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

Independent Financial Group's RSPA Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 2.6% in Q2 2026, buying an estimated $8.62K and bringing the position to 6,583 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1156.

Independent Financial Group first reported a position in RSPA in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Independent Financial Group held 6,583 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $351K as of Q2 2026.
Independent Financial Group bought 165 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $8.62K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1156 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 6 quarters since.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.