Joel Isaacson & Co’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Joel Isaacson & Co’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	$695K	Buy	13,020 +157	+1%	+$8.2K	0.02%	259
2026 Q1	$643K	Buy	12,863 +3,112	+32%	+$161K	0.02%	249
2025 Q4	$497K	Buy	9,751 +2,064	+27%	+$105K	0.02%	281
2025 Q3	$393K	Buy	7,687 +1,083	+16%	+$54.6K	0.01%	305
2025 Q2	$329K	Buy	+6,604	New	+$318K	0.01%	314

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 $3.69B AUM 15.82% 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

Joel Isaacson & Co's RSPA Position: Q2 2026 in Review

Joel Isaacson & Co increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 1.2% in Q2 2026, buying an estimated $8.2K and bringing the position to 13,020 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #259.

Joel Isaacson & Co first reported a position in RSPA in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Joel Isaacson & Co held 13,020 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $695K as of Q2 2026.
Joel Isaacson & Co bought 157 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $8.2K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #259 holding.
Joel Isaacson & Co first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q2 2025 and has held it in 5 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 Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.