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

Portus 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	–	Sell	-1	Closed	-$192	–	427
2026 Q1	$192	Buy	+1	New	+$198	﹤0.01%	548

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

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

Portus Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1 share — an estimated $192 sold.

Portus Wealth Advisors first reported a position in RSP in Q1 2026 and held it in 1 quarter. The position peaked at $192 in Q1 2026. 2,302 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Portus Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 1 Invesco S&P 500 Equal Weight ETF share in Q2 2026, an estimated $192.
Portus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $192 in Q1 2026.
2,302 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.