Strategies Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategies Wealth 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	$335K	Sell	1,575 -50	-3%	-$10.2K	0.03%	150
2026 Q1	$312K	Buy	1,625 +4	+0.2%	+$793	0.03%	133
2025 Q4	$311K	Buy	1,621 +3	+0.2%	+$569	0.03%	138
2025 Q3	$307K	Buy	1,618 +55	+4%	+$10.2K	0.03%	141
2025 Q2	$284K	Buy	+1,563	New	+$270K	0.03%	145
2024 Q2	–	Sell	-3,120	Closed	-$528K	–	100
2024 Q1	$528K	Buy	3,120 +21	+0.7%	+$3.37K	0.08%	60
2023 Q4	$489K	Buy	+3,099	New	+$450K	0.08%	58

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

Strategies Wealth Advisors's RSP Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q2 2026, selling an estimated $10.2K and leaving 1,575 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #150.

Strategies Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 7 quarters since. The position peaked at $528K in Q1 2024. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Strategies Wealth Advisors held 1,575 shares of Invesco S&P 500 Equal Weight ETF worth $335K as of Q2 2026.
Strategies Wealth Advisors sold 50 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Strategies Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 7 quarters since.
Strategies Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $528K in Q1 2024.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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