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

JFS 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	$1.21M	Buy	5,691 +74	+1%	+$15.1K	0.06%	149
2026 Q1	$1.08M	Hold	5,617	–	–	0.06%	156
2025 Q4	$1.08M	Hold	5,617	–	–	0.06%	157
2025 Q3	$1.07M	Sell	5,617 -417	-7%	-$77.7K	0.06%	156
2025 Q2	$1.1M	Hold	6,034	–	–	0.07%	144
2025 Q1	$1.05M	Hold	6,034	–	–	0.07%	145
2024 Q4	$1.06M	Hold	6,034	–	–	0.07%	136
2024 Q3	$1.08M	Sell	6,034 -16	-0.3%	-$2.73K	0.07%	142
2024 Q2	$994K	Buy	6,050 +16	+0.3%	+$2.63K	0.08%	112
2024 Q1	$1.02M	Buy	6,034 +5,175	+602%	+$831K	0.08%	115
2023 Q4	$136K	Sell	859 -321	-27%	-$46.6K	0.01%	270
2023 Q3	$167K	Buy	1,180 +859	+268%	+$128K	0.02%	237
2023 Q2	$48K	Sell	321 -876	-73%	-$126K	﹤0.01%	374
2023 Q1	$173K	Buy	+1,197	New	+$175K	0.02%	227
2022 Q4	–	Sell	-627	Closed	-$80K	–	1990
2022 Q3	$80K	Hold	627	–	–	0.01%	308
2022 Q2	$84K	Sell	627 -400	-39%	-$58.5K	0.01%	304
2022 Q1	$162K	Sell	1,027 -273	-21%	-$42.6K	0.02%	247
2021 Q4	$212K	Hold	1,300	–	–	0.02%	221
2021 Q3	$195K	Sell	1,300 -1,200	-48%	-$184K	0.02%	218
2021 Q2	$377K	Buy	+2,500	New	+$372K	0.06%	128
2016 Q4	–	Sell	-422	Closed	-$35K	–	483
2016 Q3	$35K	Buy	+422	New	+$35.1K	0.01%	274
2014 Q4	–	Sell	-140	Closed	-$11K	–	535
2014 Q3	$11K	Hold	140	–	–	﹤0.01%	331
2014 Q2	$11K	Buy	+140	New	+$10.4K	﹤0.01%	322

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

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

JFS Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 5,691 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #149.

JFS Wealth Advisors first reported a position in RSP in Q2 2014 and has held it in 23 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

JFS Wealth Advisors held 5,691 shares of Invesco S&P 500 Equal Weight ETF worth $1.21M as of Q2 2026.
JFS Wealth Advisors bought 74 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $15.1K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #149 holding.
JFS Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and has held it in 23 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.