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 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

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

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

Sightline Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, selling an estimated $352K and leaving 105,776 shares worth $22.5M. The position accounts for 8.23% of the portfolio, ranked #2.

Sightline Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.5M in Q3 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sightline Wealth Advisors held 105,776 shares of Invesco S&P 500 Equal Weight ETF worth $22.5M as of Q2 2026.
Sightline Wealth Advisors sold 1,720 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $352K.
Invesco S&P 500 Equal Weight ETF made up 8.23% of Sightline Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Sightline Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
Sightline Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $26.5M in Q3 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.