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

Opal 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	$636K	Sell	3,055 -158	-5%	-$34.1K	0.13%	79
2026 Q2	$684K	Sell	3,213 -101	-3%	-$20.7K	0.15%	74
2026 Q1	$636K	Sell	3,314 -408	-11%	-$80.9K	0.14%	81
2025 Q4	$713K	Buy	3,722 +504	+16%	+$95.7K	0.19%	72
2025 Q3	$610K	Buy	3,218 +89	+3%	+$16.6K	0.17%	75
2025 Q2	$569K	Sell	3,129 -15	-0.5%	-$2.59K	0.16%	76
2025 Q1	$545K	Sell	3,144 -50	-2%	-$8.89K	0.17%	71
2024 Q4	$560K	Sell	3,194 -105	-3%	-$19K	0.17%	84
2024 Q3	$591K	Sell	3,299 -1,054	-24%	-$180K	0.19%	72
2024 Q2	$715K	Buy	4,353 +67	+2%	+$11K	0.23%	55
2024 Q1	$726K	Sell	4,286 -489	-10%	-$78.5K	0.25%	55
2023 Q4	$753K	Sell	4,775 -337	-7%	-$49K	0.3%	54
2023 Q3	$724K	Sell	5,112 -285	-5%	-$42.6K	0.42%	38
2023 Q2	$808K	Buy	5,397 +193	+4%	+$27.8K	0.4%	30
2023 Q1	$753K	Sell	5,204 -245	-4%	-$35.9K	0.44%	27
2022 Q4	$770K	Buy	+5,449	New	+$762K	0.42%	36

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Opal Wealth Advisors's RSP Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.9% in Q3 2026, selling an estimated $34.1K and leaving 3,055 shares worth $636K. The position accounts for 0.13% of the portfolio, ranked #79.

Opal Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 16 quarters since. The position peaked at $808K in Q2 2023. 652 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Opal Wealth Advisors held 3,055 shares of Invesco S&P 500 Equal Weight ETF worth $636K as of Q3 2026.
Opal Wealth Advisors sold 158 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $34.1K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Opal Wealth Advisors's portfolio in Q3 2026, its #79 holding.
Opal Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 16 quarters since.
Opal Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $808K in Q2 2023.
652 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.