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

New Wave 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
Q3 		$6.85M Sell
32,108
-9,009
-22% -$1.95M 1.8% 13
2026
Q2 		$8.75M Buy
41,117
+39,982
+3,523% +$8.18M 2.38% 11
2026
Q1 		$218K Buy
+1,135
New +$225K 0.08% 176
2025
Q3 		– Sell
-7,474
Closed -$1.36M – 187
2025
Q2 		$1.36M Sell
7,474
-421
-5% -$72.7K 0.58% 37
2025
Q1 		$1.37M Sell
7,895
-2,046
-21% -$364K 0.61% 39
2024
Q4 		$1.74M Sell
9,941
-407
-4% -$73.6K 0.71% 33
2024
Q3 		$1.85M Buy
10,348
+8,765
+554% +$1.5M 0.85% 32
2024
Q2 		$260K Buy
+1,583
New +$260K 0.14% 113

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

New Wave Wealth Advisors's RSP Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 22% in Q3 2026, selling an estimated $1.95M and leaving 32,108 shares worth $6.85M. The position accounts for 1.8% of the portfolio, ranked #13.

New Wave Wealth Advisors first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.75M in Q2 2026. 1,718 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • New Wave Wealth Advisors held 32,108 shares of Invesco S&P 500 Equal Weight ETF worth $6.85M as of Q3 2026.
  • New Wave Wealth Advisors sold 9,009 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.95M.
  • Invesco S&P 500 Equal Weight ETF made up 1.8% of New Wave Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • New Wave Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
  • New Wave Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $8.75M in Q2 2026.
  • 1,718 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.