PKS Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

PKS Advisory Services’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 Q1	$1.35M	Sell	7,008 -1,957	-22%	-$388K	0.31%	63
2025 Q4	$1.72M	Buy	8,965 +2,456	+38%	+$466K	0.39%	51
2025 Q3	$1.23M	Buy	6,509 +706	+12%	+$132K	0.26%	68
2025 Q2	$1.05M	Sell	5,803 -291	-5%	-$50.2K	0.26%	80
2025 Q1	$1.06M	Sell	6,094 -10,110	-62%	-$1.8M	0.29%	66
2024 Q4	$2.84M	Buy	+16,204	New	+$2.93M	0.71%	24

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

PKS Advisory Services's RSP Position: Q1 2026 in Review

PKS Advisory Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 22% in Q1 2026, selling an estimated $388K and leaving 7,008 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #63.

PKS Advisory Services first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

PKS Advisory Services held 7,008 shares of Invesco S&P 500 Equal Weight ETF worth $1.35M as of Q1 2026.
PKS Advisory Services sold 1,957 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $388K.
Invesco S&P 500 Equal Weight ETF made up 0.31% of PKS Advisory Services's portfolio in Q1 2026, its #63 holding.
PKS Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $2.84M in Q4 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.