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Sage Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sage Capital 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 		$513K Sell
2,413
-507
-17% -$104K 0.11% 103
2026
Q1 		$560K Sell
2,920
-106
-4% -$21K 0.13% 89
2025
Q4 		$580K Sell
3,026
-15
-0.5% -$2.85K 0.14% 85
2025
Q3 		$577K Sell
3,041
-252
-8% -$47K 0.14% 86
2025
Q2 		$599K Buy
3,293
+425
+15% +$73.4K 0.15% 88
2025
Q1 		$497K Buy
2,868
+1,222
+74% +$217K 0.13% 92
2024
Q4 		$288K Buy
1,646
+113
+7% +$20.4K 0.08% 122
2024
Q3 		$275K Buy
1,533
+80
+6% +$13.7K 0.07% 121
2024
Q2 		$239K Buy
1,453
+1
+0.1% +$164 0.07% 128
2024
Q1 		$246K Buy
+1,452
New +$233K 0.07% 125
2023
Q1 		– Sell
-1,718
Closed -$243K – 135
2022
Q4 		$243K Hold
1,718
– – 0.11% 115
2022
Q3 		$219K Sell
1,718
-100
-6% -$14.1K 0.11% 111
2022
Q2 		$244K Hold
1,818
– – 0.12% 92
2022
Q1 		$285K Hold
1,818
– – 0.12% 88
2021
Q4 		$286K Sell
1,818
-125
-6% -$19.8K 0.11% 87
2021
Q3 		$291K Hold
1,943
– – 0.12% 90
2021
Q2 		$293K Buy
+1,943
New +$289K 0.12% 89
2021
Q1 		– Sell
-1,938
Closed -$256K – 111
2020
Q4 		$256K Sell
1,938
-954
-33% -$113K 0.13% 92
2020
Q3 		$313K Buy
2,892
+3
+0.1% +$324 0.19% 77
2020
Q2 		$294K Buy
2,889
+7
+0.2% +$675 0.19% 77
2020
Q1 		$242K Buy
2,882
+3
+0.1% +$319 0.2% 76
2019
Q4 		$333K Buy
2,879
+3
+0.1% +$333 0.21% 72
2019
Q3 		$311K Hold
2,876
– – 0.23% 69
2019
Q2 		$313K Buy
2,876
+7
+0.2% +$741 0.22% 71
2019
Q1 		$300K Sell
2,869
-8,134
-74% -$820K 0.19% 73
2018
Q4 		$1.01M Buy
11,003
+8,142
+285% +$807K 0.76% 38
2018
Q3 		$306K Sell
2,861
-4,064
-59% -$429K 0.19% 69
2018
Q2 		$706K Sell
6,925
-178
-3% -$18K 0.49% 50
2018
Q1 		$707K Buy
7,103
+22
+0.3% +$2.25K 0.5% 46
2017
Q4 		$715K Buy
7,081
+20
+0.3% +$1.96K 0.46% 54
2017
Q3 		$675K Buy
7,061
+16
+0.2% +$1.5K 0.47% 54
2017
Q2 		$653K Buy
+7,045
New +$646K 0.48% 53

Other funds holding RSP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Sage Capital Advisors's RSP Position: Q2 2026 in Review

Sage Capital Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, selling an estimated $104K and leaving 2,413 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #103.

Sage Capital Advisors first reported a position in RSP in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.01M in Q4 2018. 487 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Sage Capital Advisors held 2,413 shares of Invesco S&P 500 Equal Weight ETF worth $513K as of Q2 2026.
  • Sage Capital Advisors sold 507 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $104K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Sage Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • Sage Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 32 quarters since.
  • Sage Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.01M in Q4 2018.
  • 487 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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