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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Perigon Wealth Management's RSPA Position: Q2 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 30% in Q2 2026, buying an estimated $564K and bringing the position to 47,347 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #361.

Perigon Wealth Management first reported a position in RSPA in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Perigon Wealth Management held 47,347 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $2.53M as of Q2 2026.
Perigon Wealth Management bought 10,807 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $564K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #361 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 4 quarters since.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.