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

Meridian 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	$2.66M	Hold	12,486	–	–	0.3%	67
2026 Q1	$2.4M	Hold	12,486	–	–	0.32%	64
2025 Q4	$2.39M	Hold	12,486	–	–	0.33%	55
2025 Q3	$2.37M	Buy	12,486 +2,000	+19%	+$373K	0.34%	55
2025 Q2	$1.91M	Buy	10,486 +6,787	+183%	+$1.17M	0.3%	57
2025 Q1	$641K	Hold	3,699	–	–	0.11%	95
2024 Q4	$648K	Buy	3,699 +700	+23%	+$127K	0.11%	99
2024 Q3	$537K	Hold	2,999	–	–	0.09%	112
2024 Q2	$493K	Buy	2,999 +802	+37%	+$132K	0.09%	112
2024 Q1	$372K	Hold	2,197	–	–	0.07%	133
2023 Q4	$347K	Sell	2,197 -507	-19%	-$73.7K	0.08%	135
2023 Q3	$383K	Hold	2,704	–	–	0.1%	119
2023 Q2	$405K	Hold	2,704	–	–	0.1%	118
2023 Q1	$391K	Hold	2,704	–	–	0.1%	125
2022 Q4	$382K	Buy	2,704 +907	+50%	+$127K	0.1%	130
2022 Q3	$229K	Hold	1,797	–	–	0.06%	170
2022 Q2	$241K	Hold	1,797	–	–	0.06%	174
2022 Q1	$283K	Hold	1,797	–	–	0.07%	179
2021 Q4	$292K	Hold	1,797	–	–	0.07%	164
2021 Q3	$269K	Hold	1,797	–	–	0.07%	164
2021 Q2	$271K	Hold	1,797	–	–	0.08%	162
2021 Q1	$255K	Sell	1,797 -50	-3%	-$6.75K	0.08%	149
2020 Q4	$236K	Buy	+1,847	New	+$220K	0.09%	157
2020 Q1	–	Sell	-1,747	Closed	-$202K	–	164
2019 Q4	$202K	Buy	+1,747	New	+$194K	0.08%	153
2019 Q3	–	Sell	-2,557	Closed	-$276K	–	161
2019 Q2	$276K	Sell	2,557 -30	-1%	-$3.18K	0.19%	100
2019 Q1	$270K	Sell	2,587 -22,757	-90%	-$2.3M	0.2%	97
2018 Q4	$2.32M	Buy	+25,344	New	+$2.51M	1.78%	8

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

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

Meridian Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 12,486 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #67.

Meridian Wealth Advisors first reported a position in RSP in Q4 2018 and has held it in 27 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Meridian Wealth Advisors held 12,486 shares of Invesco S&P 500 Equal Weight ETF worth $2.66M as of Q2 2026.
Meridian Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Meridian Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Meridian Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 27 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.