Professional Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Professional Financial 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	$1.58M	Buy	7,404 +750	+11%	+$153K	0.27%	62
2026 Q1	$1.28M	Buy	+6,654	New	+$1.32M	0.26%	65
2025 Q4	–	Sell	-5,353	Closed	-$1.02M	–	133
2025 Q3	$1.02M	Buy	5,353 +855	+19%	+$159K	0.21%	66
2025 Q2	$817K	Buy	4,498 +226	+5%	+$39K	0.19%	67
2025 Q1	$740K	Buy	4,272 +27	+0.6%	+$4.8K	0.19%	70
2024 Q4	$744K	Sell	4,245 -211	-5%	-$38.1K	0.19%	71
2024 Q3	$798K	Sell	4,456 -502	-10%	-$85.8K	0.21%	66
2024 Q2	$815K	Buy	4,958 +708	+17%	+$116K	0.22%	63
2024 Q1	$720K	Buy	+4,250	New	+$682K	0.21%	66
2020 Q2	–	Sell	-6,470	Closed	-$622K	–	72
2020 Q1	$622K	Buy	6,470 +3,187	+97%	+$339K	1.12%	22
2019 Q4	$380K	Buy	+3,283	New	+$365K	0.36%	60

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

Professional Financial Advisors's RSP Position: Q2 2026 in Review

Professional Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, buying an estimated $153K and bringing the position to 7,404 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #62.

Professional Financial Advisors first reported a position in RSP in Q4 2019 and has held it in 11 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Professional Financial Advisors held 7,404 shares of Invesco S&P 500 Equal Weight ETF worth $1.58M as of Q2 2026.
Professional Financial Advisors bought 750 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $153K.
Invesco S&P 500 Equal Weight ETF made up 0.27% of Professional Financial Advisors's portfolio in Q2 2026, its #62 holding.
Professional Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 11 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.