Shepherd Wealth Management’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Shepherd Wealth Management’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	$1.54M	Buy	+6,956	New	+$363K	0.85%	14

Other funds holding RSPA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

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

Shepherd Wealth Management's RSPA Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) in Q2 2026: 6,956 shares worth $1.54M. The stake represents 0.85% of the portfolio and ranks #14 among its holdings.

83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Shepherd Wealth Management held 6,956 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $1.54M as of Q2 2026.
Invesco S&P 500 Equal Weight Income Advantage ETF was a new Shepherd Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Income Advantage ETF made up 0.85% of Shepherd Wealth Management's portfolio in Q2 2026, its #14 holding.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.