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

Physician 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	$2.98K	Buy	14 +7	+100%	+$1.43K	﹤0.01%	1331
2026 Q1	$1.34K	Buy	+7	New	+$1.39K	﹤0.01%	1522
2025 Q2	–	Sell	-730	Closed	-$126K	–	1950
2025 Q1	$126K	Hold	730	–	–	0.02%	227
2024 Q4	$128K	Buy	+730	New	+$132K	0.02%	227

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

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

Physician Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 100% in Q2 2026, buying an estimated $1.43K and bringing the position to 14 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Physician Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 4 quarters since. The position peaked at $128K in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Physician Wealth Advisors held 14 shares of Invesco S&P 500 Equal Weight ETF worth $2.98K as of Q2 2026.
Physician Wealth Advisors bought 7 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.43K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1331 holding.
Physician Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 4 quarters since.
Physician Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $128K in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.