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 Q3	$3.35M	Buy	65,039 +17,692	+37%	+$950K	0.05%	296
2026 Q2	$2.53M	Buy	47,347 +10,807	+30%	+$564K	0.04%	361
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Perigon Wealth Management's RSPA Position: Q3 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 37% in Q3 2026, buying an estimated $950K and bringing the position to 65,039 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #296.

Perigon Wealth Management first reported a position in RSPA in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold RSPA as of Q3 2026.

Perigon Wealth Management held 65,039 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $3.35M as of Q3 2026.
Perigon Wealth Management bought 17,692 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q3 2026, an estimated $950K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #296 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 5 quarters since.
24 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.