O'Rourke & Company’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

O'Rourke & Company’s Portfolio RSPA Stock Details RSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	20,219 +929	+5%	+$48.5K	0.38%	63
2026 Q1	$964K	Buy	19,290 +654	+4%	+$33.9K	0.38%	65
2025 Q4	$950K	Sell	18,636 -164	-0.9%	-$8.35K	0.37%	62
2025 Q3	$960K	Sell	18,800 -283	-1%	-$14.3K	0.4%	56
2025 Q2	$952K	Sell	19,083 -441	-2%	-$21.2K	0.44%	54
2025 Q1	$961K	Buy	19,524 +7,527	+63%	+$380K	0.48%	51
2024 Q4	$604K	Buy	+11,997	New	+$624K	0.3%	73

Other funds holding RSPA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

O'Rourke & Company's RSPA Position: Q2 2026 in Review

O'Rourke & Company increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 4.8% in Q2 2026, buying an estimated $48.5K and bringing the position to 20,219 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #63.

O'Rourke & Company first reported a position in RSPA in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

O'Rourke & Company held 20,219 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $1.08M as of Q2 2026.
O'Rourke & Company bought 929 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $48.5K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.38% of O'Rourke & Company's portfolio in Q2 2026, its #63 holding.
O'Rourke & Company first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q4 2024 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.