SI
RSPA

Stephens Inc’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Stephens Inc’s Portfolio RSPA Stock Details RSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,400
Closed -$275K – 1397
2025
Q4 		$275K Hold
5,400
– – ﹤0.01% 1076
2025
Q3 		$276K Buy
+5,400
New +$272K ﹤0.01% 1084

Other funds holding RSPA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Stephens Inc's RSPA Position: Q1 2026 in Review

Stephens Inc sold out of Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) in Q1 2026, closing a stake of 5,400 shares — an estimated $275K sold.

Stephens Inc first reported a position in RSPA in Q3 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 70 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Stephens Inc reported no remaining Invesco S&P 500 Equal Weight Income Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 5,400 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $275K.
  • Stephens Inc first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and held it in 2 quarters.
  • Stephens Inc's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $276K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.