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

Stratos 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	$17.9M	Buy	84,246 +4,388	+5%	+$898K	0.98%	18
2026 Q1	$15.3M	Buy	79,858 +438	+0.6%	+$86.8K	0.94%	18
2025 Q4	$15.2M	Sell	79,420 -136	-0.2%	-$25.8K	0.73%	27
2025 Q3	$15.1M	Buy	79,556 +1,435	+2%	+$267K	0.73%	29
2025 Q2	$14.2M	Buy	78,121 +7,334	+10%	+$1.27M	0.75%	25
2025 Q1	$12.3M	Buy	70,787 +7,208	+11%	+$1.28M	0.67%	36
2024 Q4	$11.1M	Buy	63,579 +355	+0.6%	+$64.2K	0.53%	44
2024 Q3	$11.3M	Buy	63,224 +4,375	+7%	+$747K	0.52%	48
2024 Q2	$9.67M	Buy	58,849 +44,928	+323%	+$7.39M	0.48%	51
2024 Q1	$2.36M	Sell	13,921 -11,032	-44%	-$1.77M	0.14%	173
2023 Q4	$3.94M	Buy	24,953 +5,531	+28%	+$804K	0.23%	128
2023 Q3	$2.75M	Buy	+19,422	New	+$2.9M	0.18%	150
2022 Q3	–	Sell	-1,627	Closed	-$218K	–	527
2022 Q2	$218K	Sell	1,627 -541	-25%	-$79.2K	0.02%	476
2022 Q1	$342K	Sell	2,168 -730	-25%	-$114K	0.03%	434
2021 Q4	$472K	Buy	+2,898	New	+$458K	0.03%	403
2021 Q3	–	Sell	-1,747	Closed	-$263K	–	560
2021 Q2	$263K	Buy	+1,747	New	+$260K	0.02%	468
2020 Q2	–	Sell	-446	Closed	-$38K	–	347
2020 Q1	$38K	Buy	+446	New	+$47.4K	0.03%	199

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

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

Stratos Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.5% in Q2 2026, buying an estimated $898K and bringing the position to 84,246 shares worth $17.9M. The position accounts for 0.98% of the portfolio, ranked #18.

Stratos Wealth Advisors first reported a position in RSP in Q1 2020 and has held it in 17 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Stratos Wealth Advisors held 84,246 shares of Invesco S&P 500 Equal Weight ETF worth $17.9M as of Q2 2026.
Stratos Wealth Advisors bought 4,388 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $898K.
Invesco S&P 500 Equal Weight ETF made up 0.98% of Stratos Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Stratos Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 17 quarters since.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.