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
Q2 		$10.4M Buy
195,187
+8,437
+5% +$440K 2.56% 18
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 $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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: Q2 2026 in Review

Retirement Financial Solutions increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 4.5% in Q2 2026, buying an estimated $440K and bringing the position to 195,187 shares worth $10.4M. The position accounts for 2.56% of the portfolio, ranked #18.

Retirement Financial Solutions first reported a position in RSPA in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

  • Retirement Financial Solutions held 195,187 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $10.4M as of Q2 2026.
  • Retirement Financial Solutions bought 8,437 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $440K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up 2.56% of Retirement Financial Solutions's portfolio in Q2 2026, its #18 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 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.