JNBA Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JNBA Financial 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	$71.5K	Buy	+336	New	+$68.8K	0.01%	281
2023 Q2	–	Sell	-82	Closed	-$11.9K	–	747
2023 Q1	$11.9K	Hold	82	–	–	﹤0.01%	458
2022 Q4	$11.6K	Hold	82	–	–	﹤0.01%	439
2022 Q3	$10K	Buy	+82	New	+$11.6K	﹤0.01%	461
2019 Q3	–	Sell	-44	Closed	-$5K	–	680
2019 Q2	$5K	Buy	+44	New	+$4.66K	﹤0.01%	517
2018 Q4	–	Sell	-19,025	Closed	-$2.03M	–	689
2018 Q3	$2.03M	Buy	+19,025	New	+$2.01M	0.91%	39
2017 Q2	–	Sell	-435	Closed	-$40K	–	459
2017 Q1	$40K	Sell	435 -670	-61%	-$60.1K	0.01%	221
2016 Q4	$96K	Buy	1,105 +820	+288%	+$69.3K	0.02%	165
2016 Q3	$24K	Sell	285 -1,403	-83%	-$117K	﹤0.01%	754
2016 Q2	$136K	Hold	1,688	–	–	0.04%	151
2016 Q1	$133K	Sell	1,688 -347	-17%	-$25.5K	0.05%	134
2015 Q4	$156K	Sell	2,035 -431	-17%	-$33.5K	0.06%	120
2015 Q3	$181K	Sell	2,466 -465	-16%	-$36.2K	0.08%	96
2015 Q2	$234K	Hold	2,931	–	–	0.09%	92
2015 Q1	$238K	Buy	2,931 +431	+17%	+$34.7K	0.09%	90
2014 Q4	$200K	Hold	2,500	–	–	0.08%	94
2014 Q3	$189K	Buy	+2,500	New	+$192K	0.09%	95

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

JNBA Financial Advisors's RSP Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 336 shares worth $71.5K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in RSP as recently as Q1 2023.

JNBA Financial Advisors first reported a position in RSP in Q3 2014 and has held it in 17 quarters since. The position peaked at $2.03M in Q3 2018. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

JNBA Financial Advisors held 336 shares of Invesco S&P 500 Equal Weight ETF worth $71.5K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new JNBA Financial Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #281 holding.
JNBA Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and has held it in 17 quarters since.
JNBA Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.03M in Q3 2018.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.