PWM
RSPA

Perigon Wealth Management’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Perigon Wealth Management’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 		$1.83M Buy
36,540
+12,780
+54% +$662K 0.03% 398
2025
Q4 		$1.21M Sell
23,760
-5,730
-19% -$292K 0.02% 487
2025
Q3 		$1.51M Buy
+29,490
New +$1.49M 0.03% 409

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 $350M AUM 16.94% 1-Year Est. Return

Perigon Wealth Management's RSPA Position: Q1 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 54% in Q1 2026, buying an estimated $662K and bringing the position to 36,540 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #398.

Perigon Wealth Management first reported a position in RSPA in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Perigon Wealth Management held 36,540 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $1.83M as of Q1 2026.
  • Perigon Wealth Management bought 12,780 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $662K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #398 holding.
  • Perigon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and has held it in 3 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.