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

Serenus 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 Q2	$779K	Hold	3,660	–	–	0.14%	36
2026 Q1	$702K	Sell	3,660 -127	-3%	-$25.2K	0.14%	35
2025 Q4	$725K	Buy	3,787 +126	+3%	+$23.9K	0.14%	34
2025 Q3	$694K	Sell	3,661 -533	-13%	-$99.3K	0.12%	38
2025 Q2	$762K	Sell	4,194 -1,075	-20%	-$186K	0.13%	33
2025 Q1	$913K	Buy	5,269 +2,383	+83%	+$424K	0.15%	24
2024 Q4	$506K	Buy	+2,886	New	+$522K	0.09%	35

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Serenus Wealth Advisors's RSP Position: Q2 2026 in Review

Serenus Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,660 shares worth $779K. The position accounts for 0.14% of the portfolio, ranked #36.

Serenus Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $913K in Q1 2025. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Serenus Wealth Advisors held 3,660 shares of Invesco S&P 500 Equal Weight ETF worth $779K as of Q2 2026.
Serenus Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Serenus Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Serenus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $913K in Q1 2025.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.