Private Wealth Advisors (California)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Private Wealth Advisors (California)’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	$1.42M	Buy	6,674 +1,544	+30%	+$316K	0.36%	56
2026 Q1	$985K	Buy	5,130 +1,558	+44%	+$309K	0.28%	63
2025 Q4	$684K	Buy	3,572 +276	+8%	+$52.4K	0.22%	67
2025 Q3	$625K	Buy	3,296 +58	+2%	+$10.8K	0.21%	66
2025 Q2	$588K	Buy	3,238 +704	+28%	+$122K	0.22%	63
2025 Q1	$439K	Buy	2,534 +12	+0.5%	+$2.13K	0.16%	68
2024 Q4	$442K	Buy	2,522 +341	+16%	+$61.7K	0.17%	66
2024 Q3	$389K	Buy	2,181 +369	+20%	+$63K	0.15%	63
2024 Q2	$295K	Buy	+1,812	New	+$298K	0.11%	67
2024 Q1	–	Sell	-1,334	Closed	-$211K	–	80
2023 Q4	$211K	Buy	+1,334	New	+$194K	0.08%	69

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

Private Wealth Advisors (California)'s RSP Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 30% in Q2 2026, buying an estimated $316K and bringing the position to 6,674 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #56.

Private Wealth Advisors (California) first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Private Wealth Advisors (California) held 6,674 shares of Invesco S&P 500 Equal Weight ETF worth $1.42M as of Q2 2026.
Private Wealth Advisors (California) bought 1,544 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $316K.
Invesco S&P 500 Equal Weight ETF made up 0.36% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #56 holding.
Private Wealth Advisors (California) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.