Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Steward Partners Investment Advisory’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 Q2	$926K	Sell	17,366 -2,011	-10%	-$105K	﹤0.01%	1330
2026 Q1	$969K	Buy	19,377 +3,364	+21%	+$174K	﹤0.01%	1175
2025 Q4	$816K	Sell	16,013 -24,011	-60%	-$1.22M	﹤0.01%	1171
2025 Q3	$2.04M	Buy	40,024 +39,761	+15,118%	+$2M	0.01%	769
2025 Q2	$13.1K	Buy	+263	New	+$12.7K	﹤0.01%	3093

Other funds holding RSPA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Steward Partners Investment Advisory's RSPA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 10% in Q2 2026, selling an estimated $105K and leaving 17,366 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Steward Partners Investment Advisory first reported a position in RSPA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2025. 83 funds tracked by Wall St. Rank hold RSPA as of Q2 2026.

Steward Partners Investment Advisory held 17,366 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $926K as of Q2 2026.
Steward Partners Investment Advisory sold 2,011 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q2 2026, an estimated $105K.
Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1330 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Income Advantage ETF position peaked at $2.04M in Q3 2025.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.