Stifel Financial
RSPA

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

Stifel Financial’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 		$1.46M Buy
29,282
+14,964
+105% +$775K ﹤0.01% 2180
2025
Q4 		$730K Buy
14,318
+8,199
+134% +$417K ﹤0.01% 2637
2025
Q3 		$312K Buy
+6,119
New +$308K ﹤0.01% 3090

Other funds holding RSPA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $350M AUM 16.94% 1-Year Est. Return

Stifel Financial's RSPA Position: Q1 2026 in Review

Stifel Financial increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 105% in Q1 2026, buying an estimated $775K and bringing the position to 29,282 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Stifel Financial first reported a position in RSPA in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Stifel Financial held 29,282 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $1.46M as of Q1 2026.
  • Stifel Financial bought 14,964 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $775K.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2180 holding.
  • Stifel Financial first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.