Pinnacle Family Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pinnacle Family 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	$712K	Buy	3,346 +1,233	+58%	+$252K	0.3%	60
2026 Q1	$406K	Buy	2,113 +129	+7%	+$25.6K	0.19%	86
2025 Q4	$380K	Sell	1,984 -6,752	-77%	-$1.28M	0.17%	96
2025 Q3	$1.66M	Buy	8,736 +270	+3%	+$50.3K	0.72%	29
2025 Q2	$1.53M	Buy	+8,466	New	+$1.46M	0.75%	29
2023 Q2	–	Sell	-3,238	Closed	-$468K	–	116
2023 Q1	$468K	Buy	+3,238	New	+$474K	0.29%	63
2022 Q3	–	Sell	-3,324	Closed	-$446K	–	87
2022 Q2	$446K	Buy	+3,324	New	+$486K	0.36%	56
2020 Q2	–	Sell	-4,300	Closed	-$361K	–	89
2020 Q1	$361K	Sell	4,300 -23,520	-85%	-$2.5M	0.43%	40
2019 Q4	$3.22M	Buy	27,820 +9,392	+51%	+$1.04M	2.9%	11
2019 Q3	$1.99M	Sell	18,428 -1,474	-7%	-$158K	1.76%	11
2019 Q2	$2.15M	Buy	19,902 +2,069	+12%	+$219K	1.78%	14
2019 Q1	$1.86M	Buy	17,833 +6,925	+63%	+$698K	1.66%	17
2018 Q4	$997K	Buy	+10,908	New	+$1.08M	0.67%	33

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

Pinnacle Family Advisors's RSP Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 58% in Q2 2026, buying an estimated $252K and bringing the position to 3,346 shares worth $712K. The position accounts for 0.3% of the portfolio, ranked #60.

Pinnacle Family Advisors first reported a position in RSP in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.22M in Q4 2019. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Pinnacle Family Advisors held 3,346 shares of Invesco S&P 500 Equal Weight ETF worth $712K as of Q2 2026.
Pinnacle Family Advisors bought 1,233 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $252K.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Pinnacle Family Advisors's portfolio in Q2 2026, its #60 holding.
Pinnacle Family Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 13 quarters since.
Pinnacle Family Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.22M in Q4 2019.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.