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

Pacific Capital 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	$997K	Sell	4,687 -4,353	-48%	-$891K	0.15%	43
2026 Q1	$1.73M	Sell	9,040 -1,213	-12%	-$240K	0.29%	29
2025 Q4	$1.96M	Sell	10,253 -1,307	-11%	-$248K	0.34%	28
2025 Q3	$2.19M	Sell	11,560 -1,543	-12%	-$288K	0.38%	24
2025 Q2	$2.41M	Hold	13,103	–	–	0.44%	22
2025 Q1	$2.27M	Sell	13,103 -847	-6%	-$151K	0.39%	28
2024 Q4	$2.44M	Sell	13,950 -625	-4%	-$113K	0.41%	28
2024 Q3	$2.61M	Sell	14,575 -276	-2%	-$47.2K	0.44%	28
2024 Q2	$2.44M	Sell	14,851 -786	-5%	-$129K	0.45%	26
2024 Q1	$2.65M	Buy	15,637 +330	+2%	+$53K	0.62%	25
2023 Q4	$2.42M	Sell	15,307 -1,039	-6%	-$151K	0.61%	24
2023 Q3	$2.32M	Sell	16,346 -49,555	-75%	-$7.4M	0.65%	27
2023 Q2	$9.86M	Sell	65,901 -18,664	-22%	-$2.69M	2.5%	12
2023 Q1	$12.2M	Buy	84,565 +41	+0%	+$6K	3.15%	11
2022 Q4	$11.9M	Buy	+84,524	New	+$11.8M	3.09%	9
2020 Q4	–	Sell	-539	Closed	-$58K	–	165
2020 Q3	$58K	Buy	+539	New	+$58.2K	0.03%	99

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's RSP Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 48% in Q2 2026, selling an estimated $891K and leaving 4,687 shares worth $997K. The position accounts for 0.15% of the portfolio, ranked #43.

Pacific Capital Wealth Advisors first reported a position in RSP in Q3 2020 and has held it in 16 quarters since. The position peaked at $12.2M in Q1 2023. 484 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Pacific Capital Wealth Advisors held 4,687 shares of Invesco S&P 500 Equal Weight ETF worth $997K as of Q2 2026.
Pacific Capital Wealth Advisors sold 4,353 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $891K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Pacific Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 16 quarters since.
Pacific Capital Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $12.2M in Q1 2023.
484 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.