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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

United Advisor Group's RSP Position: Q1 2026 in Review

United Advisor Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q1 2026, buying an estimated $42.4K and bringing the position to 1,609 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #388.

United Advisor Group first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $545K in Q2 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

United Advisor Group held 1,609 shares of Invesco S&P 500 Equal Weight ETF worth $309K as of Q1 2026.
United Advisor Group bought 214 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $42.4K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #388 holding.
United Advisor Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Invesco S&P 500 Equal Weight ETF position peaked at $545K in Q2 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.