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United Advisor Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

United Advisor Group’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
Q3 		$1.09M Buy
5,220
+3,411
+189% +$737K 0.1% 212
2026
Q2 		$385K Buy
1,809
+200
+12% +$40.9K 0.04% 370
2026
Q1 		$309K Buy
1,609
+214
+15% +$42.4K 0.04% 388
2025
Q4 		$267K Sell
1,395
-89
-6% -$16.9K 0.03% 402
2025
Q3 		$282K Sell
1,484
-1,517
-51% -$283K 0.04% 369
2025
Q2 		$545K Buy
3,001
+1,490
+99% +$257K 0.09% 207
2025
Q1 		$262K Sell
1,511
-258
-15% -$45.9K 0.05% 295
2024
Q4 		$310K Sell
1,769
-254
-13% -$45.9K 0.06% 290
2024
Q3 		$362K Buy
2,023
+345
+21% +$58.9K 0.08% 247
2024
Q2 		$276K Sell
1,678
-557
-25% -$91.6K 0.09% 210
2024
Q1 		$379K Buy
2,235
+914
+69% +$147K 0.14% 140
2023
Q4 		$209K Buy
+1,321
New +$192K 0.25% 51

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

United Advisor Group's RSP Position: Q3 2026 in Review

United Advisor Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 189% in Q3 2026, buying an estimated $737K and bringing the position to 5,220 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #212.

United Advisor Group first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. 1,469 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • United Advisor Group held 5,220 shares of Invesco S&P 500 Equal Weight ETF worth $1.09M as of Q3 2026.
  • United Advisor Group bought 3,411 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $737K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #212 holding.
  • United Advisor Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.