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
Q2 		$492K Sell
2,314
-96
-4% -$19.6K 0.03% 215
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 $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Strategic Investment Advisors's RSP Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4% in Q2 2026, selling an estimated $19.6K and leaving 2,314 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #215.

Strategic Investment Advisors first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.5M in Q4 2019. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Strategic Investment Advisors held 2,314 shares of Invesco S&P 500 Equal Weight ETF worth $492K as of Q2 2026.
  • Strategic Investment Advisors sold 96 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19.6K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • Strategic Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.5M in Q4 2019.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.