Orgel Wealth Management
RSP icon

Orgel Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Orgel Wealth Management’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 		$647K Sell
3,110
-15
-0.5% -$3.24K 0.01% 73
2026
Q2 		$665K Buy
3,125
+624
+25% +$128K 0.01% 74
2026
Q1 		$480K Buy
2,501
+36
+1% +$7.13K 0.01% 66
2025
Q4 		$472K Buy
+2,465
New +$468K 0.01% 68

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Orgel Wealth Management's RSP Position: Q3 2026 in Review

Orgel Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.48% in Q3 2026, selling an estimated $3.24K and leaving 3,110 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #73.

Orgel Wealth Management first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. The position peaked at $665K in Q2 2026. 630 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Orgel Wealth Management held 3,110 shares of Invesco S&P 500 Equal Weight ETF worth $647K as of Q3 2026.
  • Orgel Wealth Management sold 15 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.24K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Orgel Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Orgel Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $665K in Q2 2026.
  • 630 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.