LPL Financial’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

LPL Financial’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	$77.2M	Buy	1,447,161 +457,900	+46%	+$23.9M	0.02%	801
2026 Q1	$49.5M	Buy	989,261 +345,657	+54%	+$17.9M	0.01%	925
2025 Q4	$32.8M	Buy	643,604 +219,201	+52%	+$11.2M	0.01%	1089
2025 Q3	$21.7M	Buy	424,403 +221,186	+109%	+$11.1M	0.01%	1318
2025 Q2	$10.1M	Buy	203,217 +26,058	+15%	+$1.25M	﹤0.01%	1702
2025 Q1	$8.72M	Buy	+177,159	New	+$8.94M	﹤0.01%	1700

Other funds holding RSPA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

LPL Financial's RSPA Position: Q2 2026 in Review

LPL Financial increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 46% in Q2 2026, buying an estimated $23.9M and bringing the position to 1,447,161 shares worth $77.2M. The position accounts for 0.02% of the portfolio, ranked #801.

LPL Financial first reported a position in RSPA in Q1 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

LPL Financial held 1,447,161 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $77.2M as of Q2 2026.
LPL Financial bought 457,900 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $23.9M.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #801 holding.
LPL Financial first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q1 2025 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.