SBF
RSPA

Sara-Bay Financial’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Sara-Bay Financial’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 		– Sell
-700
Closed -$135K – 91
2025
Q4 		$135K Buy
+700
New +$35.6K 0.04% 78

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
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Sara-Bay Financial's RSPA Position: Q1 2026 in Review

Sara-Bay Financial sold out of Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) in Q1 2026, closing a stake of 700 shares — an estimated $135K sold.

Sara-Bay Financial first reported a position in RSPA in Q4 2025 and held it in 1 quarter. The position peaked at $135K in Q4 2025. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Sara-Bay Financial reported no remaining Invesco S&P 500 Equal Weight Income Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • Sara-Bay Financial sold 700 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $135K.
  • Sara-Bay Financial first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q4 2025 and held it in 1 quarter.
  • Sara-Bay Financial's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $135K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Sara-Bay Financial's 13F filing for Q1 2026, filed 17 Apr 2026.