Spectrum Financial Alliance’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Spectrum Financial Alliance’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	$233K	Buy	+1,094	New	+$224K	0.03%	27
2026 Q1	–	Sell	-1,297	Closed	-$248K	–	33
2025 Q4	$248K	Hold	1,297	–	–	0.05%	25
2025 Q3	$246K	Hold	1,297	–	–	0.06%	20
2025 Q2	$237K	Buy	1,297 +130	+11%	+$22.4K	0.06%	22
2025 Q1	$202K	Sell	1,167 -170	-13%	-$30.2K	0.07%	19
2024 Q4	$234K	Hold	1,337	–	–	0.08%	17
2024 Q3	$240K	Buy	+1,337	New	+$228K	0.09%	16

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

Spectrum Financial Alliance's RSP Position: Q2 2026 in Review

Spectrum Financial Alliance opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,094 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #27 among its holdings. This is a return to the name: Spectrum Financial Alliance previously reported a position in RSP as recently as Q4 2025.

Spectrum Financial Alliance first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Spectrum Financial Alliance held 1,094 shares of Invesco S&P 500 Equal Weight ETF worth $233K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Spectrum Financial Alliance position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Spectrum Financial Alliance's portfolio in Q2 2026, its #27 holding.
Spectrum Financial Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
Spectrum Financial Alliance's Invesco S&P 500 Equal Weight ETF position peaked at $248K in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.