River Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

River Wealth 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 Q3	$7.26M	Buy	34,883 +6,907	+25%	+$1.49M	0.78%	32
2026 Q2	$5.95M	Buy	27,976 +2,357	+9%	+$482K	0.62%	37
2026 Q1	$4.92M	Buy	+25,619	New	+$5.08M	0.56%	48
2024 Q4	–	Sell	-1,732	Closed	-$310K	–	218
2024 Q3	$310K	Buy	+1,732	New	+$296K	0.04%	174
2019 Q1	–	Sell	-297	Closed	-$27K	–	404
2018 Q4	$27K	Sell	297 -299	-50%	-$29.6K	0.01%	314
2018 Q3	$64K	Hold	596	–	–	0.02%	255
2018 Q2	$61K	Buy	+596	New	+$60.4K	0.02%	255

Other funds holding RSP

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

River Wealth Advisors's RSP Position: Q3 2026 in Review

River Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q3 2026, buying an estimated $1.49M and bringing the position to 34,883 shares worth $7.26M. The position accounts for 0.78% of the portfolio, ranked #32.

River Wealth Advisors first reported a position in RSP in Q2 2018 and has held it in 7 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

River Wealth Advisors held 34,883 shares of Invesco S&P 500 Equal Weight ETF worth $7.26M as of Q3 2026.
River Wealth Advisors bought 6,907 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.49M.
Invesco S&P 500 Equal Weight ETF made up 0.78% of River Wealth Advisors's portfolio in Q3 2026, its #32 holding.
River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 7 quarters since.
1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.