IVC Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

IVC Wealth Advisors’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	–	Sell	-1,505	Closed	-$289K	–	183
2026 Q1	$289K	Hold	1,505	–	–	0.13%	138
2025 Q4	$288K	Hold	1,505	–	–	0.13%	135
2025 Q3	$285K	Hold	1,505	–	–	0.13%	139
2025 Q2	$274K	Buy	1,505 +74	+5%	+$12.8K	0.13%	138
2025 Q1	$248K	Buy	+1,431	New	+$254K	0.13%	138

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

IVC Wealth Advisors's RSP Position: Q2 2026 in Review

IVC Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1,505 shares — an estimated $289K sold.

IVC Wealth Advisors first reported a position in RSP in Q1 2025 and held it in 5 quarters. The position peaked at $289K in Q1 2026. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

IVC Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
IVC Wealth Advisors sold 1,505 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $289K.
IVC Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and held it in 5 quarters.
IVC Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $289K in Q1 2026.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.