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Sowell Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sowell Financial Services’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 		$2.87M Sell
13,479
-54
-0.4% -$11.1K 0.09% 232
2026
Q1 		$2.6M Sell
13,533
-472
-3% -$93.5K 0.1% 226
2025
Q4 		$2.68M Sell
14,005
-6,351
-31% -$1.21M 0.1% 213
2025
Q3 		$3.86M Buy
20,356
+3,829
+23% +$713K 0.15% 142
2025
Q2 		$3M Buy
16,527
+1,140
+7% +$197K 0.12% 176
2025
Q1 		$2.67M Sell
15,387
-41,120
-73% -$7.31M 0.12% 172
2024
Q4 		$9.9M Buy
56,507
+26,427
+88% +$4.78M 0.52% 41
2024
Q3 		$5.39M Buy
30,080
+975
+3% +$167K 0.25% 99
2024
Q2 		$4.78M Buy
29,105
+5,995
+26% +$986K 0.23% 108
2024
Q1 		$3.91M Sell
23,110
-128
-0.6% -$20.6K 0.18% 129
2023
Q4 		$3.67M Buy
+23,238
New +$3.38M 0.2% 130
2023
Q3 		– Sell
-20,742
Closed -$3.1M – 588
2023
Q2 		$3.1M Buy
20,742
+1,301
+7% +$187K 0.17% 139
2023
Q1 		$2.81M Buy
+19,441
New +$2.85M 0.22% 110
2022
Q2 		– Sell
-95,544
Closed -$7.9M – 324
2022
Q1 		$7.9M Buy
95,544
+73,112
+326% +$11.4M 1.38% 16
2021
Q4 		$3.65M Sell
22,432
-790
-3% -$125K 0.21% 103
2021
Q3 		$3.48M Sell
23,222
-5,449
-19% -$834K 0.23% 108
2021
Q2 		$4.32M Sell
28,671
-9,936
-26% -$1.48M 0.29% 96
2021
Q1 		$5.79M Buy
38,607
+10,884
+39% +$1.47M 0.2% 107
2020
Q4 		$3.54M Buy
27,723
+19,287
+229% +$2.29M 0.15% 128
2020
Q3 		$912K Sell
8,436
-17,398
-67% -$1.88M 0.05% 316
2020
Q2 		$2.63M Sell
25,834
-6,005
-19% -$579K 0.14% 137
2020
Q1 		$2.67M Sell
31,839
-26,828
-46% -$2.85M 0.2% 119
2019
Q4 		$6.79M Sell
58,667
-5,037
-8% -$560K 0.52% 33
2019
Q3 		$6.88M Buy
+63,704
New +$6.84M 0.57% 37
2019
Q1 		$1M Buy
9,574
+3,477
+57% +$351K 0.11% 200
2018
Q4 		$557K Buy
+6,097
New +$604K 0.08% 252
2018
Q3 		– Sell
-3,638
Closed -$379K – 438
2018
Q2 		$379K Buy
+3,638
New +$369K 0.08% 202

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Sowell Financial Services's RSP Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.4% in Q2 2026, selling an estimated $11.1K and leaving 13,479 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #232.

Sowell Financial Services first reported a position in RSP in Q2 2018 and has held it in 27 quarters since. The position peaked at $9.9M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Sowell Financial Services held 13,479 shares of Invesco S&P 500 Equal Weight ETF worth $2.87M as of Q2 2026.
  • Sowell Financial Services sold 54 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #232 holding.
  • Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 27 quarters since.
  • Sowell Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $9.9M in Q4 2024.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.