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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Orgel Wealth Management's RSP Position: Q2 2026 in Review

Orgel Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q2 2026, buying an estimated $128K and bringing the position to 3,125 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #74.

Orgel Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Orgel Wealth Management held 3,125 shares of Invesco S&P 500 Equal Weight ETF worth $665K as of Q2 2026.
  • Orgel Wealth Management bought 624 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $128K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Orgel Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.