SIA
RSP icon

Strategic Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategic Investment Advisors’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
Q1 		$463K Sell
2,410
-907
-27% -$180K 0.03% 229
2025
Q4 		$635K Buy
3,317
+3,034
+1,072% +$576K 0.05% 139
2025
Q3 		$569K Sell
283
-2,717
-91% -$506K 0.05% 157
2025
Q2 		$545K Sell
3,000
-110
-4% -$19K 0.05% 154
2025
Q1 		$539K Sell
3,110
-48
-2% -$8.54K 0.06% 158
2024
Q4 		$553K Sell
3,158
-335
-10% -$60.6K 0.06% 160
2024
Q3 		$626K Sell
3,493
-250
-7% -$42.7K 0.07% 158
2024
Q2 		$615K Buy
3,743
+102
+3% +$16.8K 0.08% 156
2024
Q1 		$617K Sell
3,641
-275
-7% -$44.2K 0.08% 158
2023
Q4 		$618K Buy
3,916
+80
+2% +$11.6K 0.09% 146
2023
Q3 		$544K Buy
+3,836
New +$573K 0.09% 157
2023
Q2 		– Sell
-3,893
Closed -$563K – 239
2023
Q1 		$563K Sell
3,893
-314
-7% -$46K 0.1% 147
2022
Q4 		$594K Sell
4,207
-296
-7% -$41.4K 0.12% 140
2022
Q3 		$573K Sell
4,503
-1,321
-23% -$186K 0.13% 125
2022
Q2 		$782K Sell
5,824
-209
-3% -$30.6K 0.16% 100
2022
Q1 		$951K Sell
6,033
-1,202
-17% -$187K 0.18% 96
2021
Q4 		$1.18M Sell
7,235
-441
-6% -$69.7K 0.23% 78
2021
Q3 		$1.15M Sell
7,676
-733
-9% -$112K 0.25% 76
2021
Q2 		$1.27M Sell
8,409
-514
-6% -$76.5K 0.29% 72
2021
Q1 		$1.26M Sell
8,923
-547
-6% -$73.8K 0.33% 67
2020
Q4 		$1.21M Sell
9,470
-38,625
-80% -$4.59M 0.35% 63
2020
Q3 		$5.2M Buy
48,095
+4,724
+11% +$510K 1.76% 17
2020
Q2 		$4.41M Sell
43,371
-14,646
-25% -$1.41M 1.67% 15
2020
Q1 		$4.88M Buy
58,017
+1,864
+3% +$198K 2.24% 6
2019
Q4 		$6.5M Buy
56,153
+3,907
+7% +$434K 2.69% 5
2019
Q3 		$5.67M Buy
52,246
+4,866
+10% +$522K 2.72% 5
2019
Q2 		$5.11M Sell
47,380
-357
-0.7% -$37.8K 2.79% 6
2019
Q1 		$4.99M Buy
47,737
+5,481
+13% +$553K 3.42% 6
2018
Q4 		$3.86M Buy
+42,256
New +$4.19M 3.47% 6

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Strategic Investment Advisors's RSP Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q1 2026, selling an estimated $180K and leaving 2,410 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #229.

Strategic Investment Advisors first reported a position in RSP in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.5M in Q4 2019. 2,222 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Strategic Investment Advisors held 2,410 shares of Invesco S&P 500 Equal Weight ETF worth $463K as of Q1 2026.
  • Strategic Investment Advisors sold 907 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $180K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #229 holding.
  • Strategic Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 29 quarters since.
  • Strategic Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.5M in Q4 2019.
  • 2,222 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.