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

Sightline 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 		$18.8M Sell
90,271
-15,505
-15% -$3.35M 8.73% 3
2026
Q2 		$22.5M Sell
105,776
-1,720
-2% -$352K 8.23% 2
2026
Q1 		$20.6M Sell
107,496
-4,034
-4% -$799K 8.73% 2
2025
Q4 		$21.4M Sell
111,530
-17,230
-13% -$3.27M 9.11% 2
2025
Q3 		$24.4M Sell
128,760
-7,831
-6% -$1.46M 11.03% 1
2025
Q2 		$24.8M Sell
136,591
-5,256
-4% -$907K 11.98% 1
2025
Q1 		$24.6M Sell
141,847
-2,131
-1% -$379K 12.95% 1
2024
Q4 		$25.2M Sell
143,978
-3,798
-3% -$687K 13.61% 1
2024
Q3 		$26.5M Sell
147,776
-2,603
-2% -$445K 14.59% 1
2024
Q2 		$24.7M Sell
150,379
-2,174
-1% -$358K 15.38% 1
2024
Q1 		$25.8M Sell
152,553
-7,418
-5% -$1.19M 17.02% 1
2023
Q4 		$25.2M Buy
159,971
+181
+0.1% +$26.3K 19.19% 1
2023
Q3 		$22.6M Sell
159,790
-18,298
-10% -$2.73M 21.14% 1
2023
Q2 		$25.8M Buy
178,088
+4,517
+3% +$651K 25.6% 1
2023
Q1 		$25.1M Buy
173,571
+3,896
+2% +$571K 25.64% 1
2022
Q4 		$24M Buy
169,675
+11,720
+7% +$1.64M 25.84% 1
2022
Q3 		$20.7M Buy
157,955
+2,077
+1% +$293K 24.28% 1
2022
Q2 		$20.8M Buy
155,878
+6,761
+5% +$989K 20.34% 1
2022
Q1 		$23.5M Sell
149,117
-9,548
-6% -$1.49M 19.58% 1
2021
Q4 		$25.9M Buy
158,665
+4,435
+3% +$701K 23.19% 1
2021
Q3 		$23.1M Buy
154,230
+10,730
+7% +$1.64M 19.23% 1
2021
Q2 		$21.6M Buy
143,500
+13,319
+10% +$1.98M 17.88% 1
2021
Q1 		$18.5M Sell
130,181
-7,102
-5% -$958K 17.07% 1
2020
Q4 		$17.5M Buy
+137,283
New +$16.3M 17.25% 1

Other funds holding RSP

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

Sightline Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q3 2026, selling an estimated $3.35M and leaving 90,271 shares worth $18.8M. The position accounts for 8.73% of the portfolio, ranked #3.

Sightline Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 24 quarters since. The position peaked at $26.5M in Q3 2024. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Sightline Wealth Advisors held 90,271 shares of Invesco S&P 500 Equal Weight ETF worth $18.8M as of Q3 2026.
  • Sightline Wealth Advisors sold 15,505 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.35M.
  • Invesco S&P 500 Equal Weight ETF made up 8.73% of Sightline Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Sightline Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 24 quarters since.
  • Sightline Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $26.5M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Sightline Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.