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Juncture Wealth Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Juncture Wealth Strategies’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 		$14.9M Buy
69,798
+25,856
+59% +$5.29M 3.86% 4
2026
Q1 		$8.43M Buy
+43,942
New +$8.71M 2.82% 7

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Juncture Wealth Strategies's RSP Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 59% in Q2 2026, buying an estimated $5.29M and bringing the position to 69,798 shares worth $14.9M. The position accounts for 3.86% of the portfolio, ranked #4.

Juncture Wealth Strategies first reported a position in RSP in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Juncture Wealth Strategies held 69,798 shares of Invesco S&P 500 Equal Weight ETF worth $14.9M as of Q2 2026.
  • Juncture Wealth Strategies bought 25,856 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.29M.
  • Invesco S&P 500 Equal Weight ETF made up 3.86% of Juncture Wealth Strategies's portfolio in Q2 2026, its #4 holding.
  • Juncture Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.