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

SOA 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	$64.5K	Hold	303	–	–	0.01%	346
2026 Q1	$58.2K	Hold	303	–	–	0.01%	340
2025 Q4	$58K	Hold	303	–	–	0.01%	348
2025 Q3	$57.5K	Hold	303	–	–	0.01%	359
2025 Q2	$55.1K	Hold	303	–	–	0.01%	355
2025 Q1	$52.5K	Hold	303	–	–	0.01%	336
2024 Q4	$53.1K	Hold	303	–	–	0.01%	323
2024 Q3	$54.3K	Hold	303	–	–	0.01%	311
2024 Q2	$49.8K	Hold	303	–	–	0.01%	307
2024 Q1	$51.3K	Hold	303	–	–	0.01%	301
2023 Q4	$47.8K	Buy	303 +103	+52%	+$15K	0.01%	298
2023 Q3	$28.3K	Sell	200 -2	-1%	-$299	0.01%	357
2023 Q2	$30.2K	Sell	202 -48	-19%	-$6.91K	0.01%	353
2023 Q1	$36.2K	Hold	250	–	–	0.01%	326
2022 Q4	$35.3K	Hold	250	–	–	0.01%	320
2022 Q3	$31K	Buy	+250	New	+$35.3K	0.01%	319

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SOA Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 303 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #346.

SOA Wealth Advisors first reported a position in RSP in Q3 2022 and has held it in 16 quarters since. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

SOA Wealth Advisors held 303 shares of Invesco S&P 500 Equal Weight ETF worth $64.5K as of Q2 2026.
SOA 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 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #346 holding.
SOA Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and has held it in 16 quarters since.
548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.