Omni 360 Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Omni 360 Wealth’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	$2.62M	Buy	12,291 +213	+2%	+$43.6K	1.21%	23
2026 Q1	$2.32M	Buy	12,078 +541	+5%	+$107K	1.2%	24
2025 Q4	$2.29M	Buy	11,537 +1,465	+15%	+$278K	1.17%	23
2025 Q3	$1.91M	Buy	10,072 +187	+2%	+$34.8K	1.07%	23
2025 Q2	$1.8M	Buy	9,885 +135	+1%	+$23.3K	1.12%	23
2025 Q1	$1.69M	Buy	9,750 +915	+10%	+$163K	1.13%	26
2024 Q4	$1.55M	Buy	8,835 +1,918	+28%	+$347K	1.03%	27
2024 Q3	$1.24M	Buy	6,917 +1,320	+24%	+$226K	0.85%	31
2024 Q2	$919K	Buy	5,597 +739	+15%	+$122K	0.7%	40
2024 Q1	$823K	Buy	+4,858	New	+$780K	0.68%	40

Other funds holding RSP

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return