Paces Ferry Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Paces Ferry 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 Q2	$7.03M	Buy	33,060 +756	+2%	+$155K	2.61%	10
2026 Q1	$6.2M	Buy	32,304 +2,351	+8%	+$466K	2.57%	10
2025 Q4	$5.74M	Buy	29,953 +1,068	+4%	+$203K	2.33%	11
2025 Q3	$5.48M	Buy	28,885 +167	+0.6%	+$31.1K	2.28%	11
2025 Q2	$5.22M	Buy	28,718 +2,565	+10%	+$443K	2.4%	11
2025 Q1	$4.53M	Buy	26,153 +1,195	+5%	+$212K	2.25%	11
2024 Q4	$4.37M	Buy	24,958 +3,916	+19%	+$708K	2.13%	12
2024 Q3	$3.77M	Buy	21,042 +1,707	+9%	+$292K	2.17%	12
2024 Q2	$3.18M	Buy	19,335 +768	+4%	+$126K	1.92%	13
2024 Q1	$3.14M	Buy	18,567 +1,829	+11%	+$294K	2.01%	13
2023 Q4	$2.64M	Buy	16,738 +1,181	+8%	+$172K	1.84%	15
2023 Q3	$2.2M	Sell	15,557 -191	-1%	-$28.5K	1.75%	14
2023 Q2	$2.36M	Buy	15,748 +1,347	+9%	+$194K	1.77%	14
2023 Q1	$2.08M	Buy	14,401 +9,656	+203%	+$1.41M	1.68%	16
2022 Q4	$670K	Buy	4,745 +20	+0.4%	+$2.8K	0.65%	38
2022 Q3	$601K	Buy	4,725 +36	+0.8%	+$5.08K	0.66%	37
2022 Q2	$629K	Buy	4,689 +19	+0.4%	+$2.78K	0.62%	38
2022 Q1	$736K	Buy	4,670 +13	+0.3%	+$2.03K	0.58%	38
2021 Q4	$758K	Sell	4,657 -267	-5%	-$42.2K	0.54%	40
2021 Q3	$738K	Sell	4,924 -90	-2%	-$13.8K	0.59%	40
2021 Q2	$756K	Buy	5,014 +133	+3%	+$19.8K	0.58%	46
2021 Q1	$691K	Sell	4,881 -61	-1%	-$8.23K	0.6%	45
2020 Q4	$630K	Sell	4,942 -1	-0%	-$119	0.58%	46
2020 Q3	$534K	Buy	+4,943	New	+$533K	0.46%	46

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's RSP Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, buying an estimated $155K and bringing the position to 33,060 shares worth $7.03M. The position accounts for 2.61% of the portfolio, ranked #10.

Paces Ferry Wealth Advisors first reported a position in RSP in Q3 2020 and has held it in 24 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Paces Ferry Wealth Advisors held 33,060 shares of Invesco S&P 500 Equal Weight ETF worth $7.03M as of Q2 2026.
Paces Ferry Wealth Advisors bought 756 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $155K.
Invesco S&P 500 Equal Weight ETF made up 2.61% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Paces Ferry Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 24 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.