RFS
RSPA

Retirement Financial Solutions’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Retirement Financial Solutions’s Portfolio RSPA Stock Details RSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.34M Buy
186,750
+3,587
+2% +$186K 2.67% 19
2025
Q4 		$9.33M Buy
+183,163
New +$9.32M 2.73% 16

Other funds holding RSPA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Retirement Financial Solutions's RSPA Position: Q1 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 2% in Q1 2026, buying an estimated $186K and bringing the position to 186,750 shares worth $9.34M. The position accounts for 2.67% of the portfolio, ranked #19.

Retirement Financial Solutions first reported a position in RSPA in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Retirement Financial Solutions held 186,750 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $9.34M as of Q1 2026.
  • Retirement Financial Solutions bought 3,587 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $186K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up 2.67% of Retirement Financial Solutions's portfolio in Q1 2026, its #19 holding.
  • Retirement Financial Solutions first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.