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 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

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

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

Opal Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q2 2026, selling an estimated $20.7K and leaving 3,213 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #74.

Opal Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $808K in Q2 2023. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Opal Wealth Advisors held 3,213 shares of Invesco S&P 500 Equal Weight ETF worth $684K as of Q2 2026.
Opal Wealth Advisors sold 101 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $20.7K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Opal Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Opal Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Opal Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $808K in Q2 2023.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.