ORC
RSPA

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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

O'Rourke & Company's RSPA Position: Q1 2026 in Review

O'Rourke & Company increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 3.5% in Q1 2026, buying an estimated $33.9K and bringing the position to 19,290 shares worth $964K. The position accounts for 0.38% of the portfolio, ranked #65.

O'Rourke & Company first reported a position in RSPA in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • O'Rourke & Company held 19,290 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $964K as of Q1 2026.
  • O'Rourke & Company bought 654 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $33.9K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.38% of O'Rourke & Company's portfolio in Q1 2026, its #65 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 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.