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

New Insight 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	$9.41M	Sell	44,235 -3,773	-8%	-$772K	2.77%	8
2026 Q1	$9.21M	Sell	48,008 -3,890	-7%	-$771K	3.3%	5
2025 Q4	$9.94M	Sell	51,898 -3,352	-6%	-$636K	3.55%	5
2025 Q3	$10.5M	Sell	55,250 -8,467	-13%	-$1.58M	3.94%	7
2025 Q2	$11.6M	Sell	63,717 -3,255	-5%	-$562K	4.76%	5
2025 Q1	$11.6M	Buy	66,972 +12,607	+23%	+$2.24M	5.27%	5
2024 Q4	$9.53M	Buy	54,365 +19,072	+54%	+$3.45M	4.77%	6
2024 Q3	$6.32M	Buy	35,293 +10,743	+44%	+$1.84M	3.33%	9
2024 Q2	$4.03M	Sell	24,550 -645	-3%	-$106K	2.37%	13
2024 Q1	$4.27M	Sell	25,195 -1,096	-4%	-$176K	2.66%	12
2023 Q4	$4.15M	Buy	+26,291	New	+$3.82M	2.79%	12

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

New Insight Wealth Advisors's RSP Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.9% in Q2 2026, selling an estimated $772K and leaving 44,235 shares worth $9.41M. The position accounts for 2.77% of the portfolio, ranked #8.

New Insight Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

New Insight Wealth Advisors held 44,235 shares of Invesco S&P 500 Equal Weight ETF worth $9.41M as of Q2 2026.
New Insight Wealth Advisors sold 3,773 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $772K.
Invesco S&P 500 Equal Weight ETF made up 2.77% of New Insight Wealth Advisors's portfolio in Q2 2026, its #8 holding.
New Insight 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.
New Insight Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $11.6M in Q1 2025.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.