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 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 $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Opal Wealth Advisors's RSP Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, selling an estimated $80.9K and leaving 3,314 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #81.

Opal Wealth Advisors first reported a position in RSP in Q4 2022 and has held it in 14 quarters since. The position peaked at $808K in Q2 2023. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Opal Wealth Advisors held 3,314 shares of Invesco S&P 500 Equal Weight ETF worth $636K as of Q1 2026.
Opal Wealth Advisors sold 408 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $80.9K.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Opal Wealth Advisors's portfolio in Q1 2026, its #81 holding.
Opal Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
Opal Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $808K in Q2 2023.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.