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

Phoenix 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	$6.42M	Buy	30,181 +857	+3%	+$175K	2.17%	11
2026 Q1	$5.63M	Buy	29,324 +946	+3%	+$187K	2.22%	10
2025 Q4	$5.44M	Buy	28,378 +303	+1%	+$57.5K	2.09%	10
2025 Q3	$5.33M	Sell	28,075 -2,294	-8%	-$427K	2.05%	10
2025 Q2	$5.52M	Buy	30,369 +726	+2%	+$125K	2.31%	10
2025 Q1	$5.14M	Buy	29,643 +5,438	+22%	+$967K	2.24%	12
2024 Q4	$4.24M	Buy	24,205 +13,671	+130%	+$2.47M	1.84%	12
2024 Q3	$1.89M	Buy	10,534 +15	+0.1%	+$2.56K	0.88%	39
2024 Q2	$1.73M	Buy	10,519 +2,624	+33%	+$432K	0.87%	33
2024 Q1	$1.34M	Buy	+7,895	New	+$1.27M	0.81%	36
2021 Q4	–	Sell	-858	Closed	-$129K	–	308
2021 Q3	$129K	Buy	858 +300	+54%	+$45.9K	0.1%	139
2021 Q2	$84K	Hold	558	–	–	0.06%	161
2021 Q1	$80K	Buy	558 +200	+56%	+$27K	0.06%	162
2020 Q4	$46K	Buy	+358	New	+$42.6K	0.03%	191

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

Phoenix Wealth Advisors's RSP Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, buying an estimated $175K and bringing the position to 30,181 shares worth $6.42M. The position accounts for 2.17% of the portfolio, ranked #11.

Phoenix Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 14 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Phoenix Wealth Advisors held 30,181 shares of Invesco S&P 500 Equal Weight ETF worth $6.42M as of Q2 2026.
Phoenix Wealth Advisors bought 857 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $175K.
Invesco S&P 500 Equal Weight ETF made up 2.17% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Phoenix Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 14 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.