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

Prevail Innovative 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	$28.5M	Buy	+134,059	New	+$27.4M	4.25%	1
2026 Q1	–	Sell	-24,933	Closed	-$4.78M	–	221
2025 Q4	$4.78M	Buy	+24,933	New	+$4.73M	0.86%	38
2025 Q3	–	Sell	-13,218	Closed	-$2.4M	–	235
2025 Q2	$2.4M	Sell	13,218 -24,919	-65%	-$4.3M	0.54%	60
2025 Q1	$6.61M	Sell	38,137 -18,043	-32%	-$3.21M	1.76%	8
2024 Q4	$9.84M	Buy	56,180 +20,905	+59%	+$3.78M	2.85%	2
2024 Q3	$6.32M	Buy	+35,275	New	+$6.03M	1.93%	7
2023 Q3	–	Sell	-13,090	Closed	-$1.96M	–	150
2023 Q2	$1.96M	Buy	+13,090	New	+$1.89M	1.07%	32

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

Prevail Innovative Wealth Advisors's RSP Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 134,059 shares worth $28.5M. The stake represents 4.25% of the portfolio and ranks #1 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in RSP as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in RSP in Q2 2023 and has held it in 7 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Prevail Innovative Wealth Advisors held 134,059 shares of Invesco S&P 500 Equal Weight ETF worth $28.5M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 4.25% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Prevail Innovative Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 7 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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