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

Kingswood 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	$2.86M	Sell	13,449 -1,843	-12%	-$377K	0.12%	193
2026 Q1	$2.93M	Buy	15,292 +2,411	+19%	+$478K	0.14%	170
2025 Q4	$2.47M	Buy	12,881 +253	+2%	+$48K	0.12%	169
2025 Q3	$2.4M	Buy	12,628 +2,667	+27%	+$497K	0.14%	159
2025 Q2	$1.81M	Buy	9,961 +2,963	+42%	+$511K	0.14%	160
2025 Q1	$1.21M	Buy	6,998 +3,374	+93%	+$600K	0.11%	213
2024 Q4	$635K	Sell	3,624 -354	-9%	-$64K	0.05%	372
2024 Q3	$712K	Buy	3,978 +469	+13%	+$80.1K	0.05%	368
2024 Q2	$577K	Sell	3,509 -1,025	-23%	-$169K	0.05%	355
2024 Q1	$768K	Buy	4,534 +2,338	+106%	+$375K	0.09%	251
2023 Q4	$347K	Buy	+2,196	New	+$319K	0.04%	427

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

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

Kingswood Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q2 2026, selling an estimated $377K and leaving 13,449 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #193.

Kingswood Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kingswood Wealth Advisors held 13,449 shares of Invesco S&P 500 Equal Weight ETF worth $2.86M as of Q2 2026.
Kingswood Wealth Advisors sold 1,843 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $377K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #193 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.93M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.