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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
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

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

United Advisor Group's RSP Position: Q2 2026 in Review

United Advisor Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,809 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #370.

United Advisor Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q2 2025. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • United Advisor Group held 1,809 shares of Invesco S&P 500 Equal Weight ETF worth $385K as of Q2 2026.
  • United Advisor Group bought 200 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $40.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #370 holding.
  • United Advisor Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Invesco S&P 500 Equal Weight ETF position peaked at $545K in Q2 2025.
  • 2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.