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Realta Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Realta Investment 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
2025
Q3 		– Sell
-410
Closed -$74.5K – 349
2025
Q2 		$74.5K Buy
410
+55
+15% +$9.49K 0.03% 212
2025
Q1 		$61.5K Hold
355
– – 0.03% 222
2024
Q4 		$62.6K Buy
+355
New +$64.2K 0.03% 239
2024
Q3 		– Sell
-165
Closed -$27.1K – 686
2024
Q2 		$27.1K Sell
165
-430
-72% -$70.7K 0.01% 587
2024
Q1 		$101K Buy
+595
New +$95.5K 0.02% 480
2023
Q4 		– Sell
-619
Closed -$92.6K – 717
2023
Q3 		$92.6K Sell
619
-40
-6% -$5.97K 0.02% 468
2023
Q2 		$98.6K Buy
+659
New +$94.9K 0.02% 486
2023
Q1 		– Sell
-873
Closed -$123K – 735
2022
Q4 		$123K Sell
873
-470
-35% -$65.7K 0.03% 457
2022
Q3 		$171K Buy
+1,343
New +$189K 0.04% 380
2022
Q2 		– Sell
-1,862
Closed -$294K – 433
2022
Q1 		$294K Buy
+1,862
New +$290K 0.06% 307
2021
Q4 		– Sell
-1,658
Closed -$248K – 432
2021
Q3 		$248K Buy
+1,658
New +$254K 0.06% 339
2020
Q1 		– Sell
-650
Closed -$74K – 1168
2019
Q4 		$74K Buy
650
+42
+7% +$4.67K 0.02% 575
2019
Q3 		$65K Sell
608
-23
-4% -$2.47K 0.02% 603
2019
Q2 		$67K Buy
631
+351
+125% +$37.2K 0.02% 609
2019
Q1 		$30K Buy
+280
New +$28.2K 0.01% 672

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's RSP Position: Q3 2025 in Review

Realta Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 410 shares — an estimated $74.5K sold.

Realta Investment Advisors first reported a position in RSP in Q1 2019 and held it in 15 quarters. The position peaked at $294K in Q1 2022. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Realta Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 410 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $74.5K.
  • Realta Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 15 quarters.
  • Realta Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $294K in Q1 2022.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.