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United Capital Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

United Capital Financial 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 		$13.2M Sell
62,206
-2,660
-4% -$544K 0.07% 209
2026
Q1 		$12.4M Buy
64,866
+3,575
+6% +$708K 0.08% 206
2025
Q4 		$11.7M Buy
61,291
+20,135
+49% +$3.82M 0.07% 212
2025
Q3 		$7.81M Sell
41,156
-729
-2% -$136K 0.06% 242
2025
Q2 		$7.61M Sell
41,885
-1,470
-3% -$254K 0.06% 233
2025
Q1 		$7.51M Sell
43,355
-688
-2% -$122K 0.06% 223
2024
Q4 		$7.72M Buy
44,043
+1,243
+3% +$225K 0.07% 210
2024
Q3 		$7.67M Buy
42,800
+4,763
+13% +$814K 0.06% 210
2024
Q2 		$6.25M Buy
38,037
+1,648
+5% +$271K 0.05% 232
2024
Q1 		$6.16M Buy
36,389
+8,862
+32% +$1.42M 0.05% 244
2023
Q4 		$4.34M Sell
27,527
-2,749
-9% -$399K 0.04% 309
2023
Q3 		$4.29M Sell
30,276
-1,398
-4% -$209K 0.03% 316
2023
Q2 		$4.74M Sell
31,674
-1,488
-4% -$214K 0.03% 323
2023
Q1 		$4.8M Buy
33,162
+49
+0.1% +$7.17K 0.03% 319
2022
Q4 		$4.68M Sell
33,113
-384
-1% -$53.7K 0.03% 335
2022
Q3 		$4.26M Sell
33,497
-1,912
-5% -$270K 0.03% 347
2022
Q2 		$4.75M Buy
35,409
+2,053
+6% +$300K 0.03% 343
2022
Q1 		$5.26M Sell
33,356
-566
-2% -$88.3K 0.03% 361
2021
Q4 		$5.52M Buy
33,922
+701
+2% +$111K 0.03% 359
2021
Q3 		$4.98M Sell
33,221
-369
-1% -$56.5K 0.02% 372
2021
Q2 		$5.06M Sell
33,590
-617
-2% -$91.9K 0.03% 373
2021
Q1 		$4.85M Sell
34,207
-3,676
-10% -$496K 0.03% 364
2020
Q4 		$4.83M Buy
37,883
+2,414
+7% +$287K 0.03% 362
2020
Q3 		$3.83M Sell
35,469
-1,038
-3% -$112K 0.03% 378
2020
Q2 		$3.71M Sell
36,507
-439
-1% -$42.3K 0.03% 411
2020
Q1 		$3.1M Sell
36,946
-7,424
-17% -$789K 0.03% 410
2019
Q4 		$5.13M Buy
44,370
+216
+0.5% +$24K 0.03% 415
2019
Q3 		$4.77M Sell
44,154
-9,300
-17% -$998K 0.03% 421
2019
Q2 		$5.76M Sell
53,454
-4,120
-7% -$436K 0.04% 394
2019
Q1 		$6.01M Sell
57,574
-21,167
-27% -$2.14M 0.04% 380
2018
Q4 		$7.2M Buy
78,741
+282
+0.4% +$27.9K 0.06% 316
2018
Q3 		$8.38M Buy
78,459
+11,688
+18% +$1.24M 0.06% 336
2018
Q2 		$6.8M Sell
66,771
-73
-0.1% -$7.4K 0.05% 362
2018
Q1 		$6.65M Buy
66,844
+4,675
+8% +$478K 0.05% 361
2017
Q4 		$6.28M Sell
62,169
-1,503
-2% -$148K 0.05% 374
2017
Q3 		$6.08M Sell
63,672
-740
-1% -$69.2K 0.05% 359
2017
Q2 		$5.97M Buy
64,412
+2,246
+4% +$206K 0.05% 349
2017
Q1 		$5.65M Sell
62,166
-202
-0.3% -$18.1K 0.05% 354
2016
Q4 		$5.4M Buy
62,368
+4,780
+8% +$404K 0.05% 357
2016
Q3 		$4.81M Buy
57,588
+1,872
+3% +$156K 0.05% 385
2016
Q2 		$4.46M Sell
55,716
-280
-0.5% -$22.3K 0.05% 381
2016
Q1 		$4.4M Sell
55,996
-3,858
-6% -$284K 0.05% 360
2015
Q4 		$4.59M Sell
59,854
-11,962
-17% -$929K 0.05% 350
2015
Q3 		$5.28M Sell
71,816
-10,206
-12% -$795K 0.06% 310
2015
Q2 		$6.54M Sell
82,022
-28,433
-26% -$2.33M 0.08% 295
2015
Q1 		$8.99M Sell
110,455
-2,982
-3% -$240K 0.11% 231
2014
Q4 		$9.08M Sell
113,437
-70,340
-38% -$5.47M 0.14% 176
2014
Q3 		$13.9M Buy
183,777
+110,923
+152% +$8.51M 0.24% 106
2014
Q2 		$5.59M Sell
72,854
-3,885
-5% -$288K 0.1% 218
2014
Q1 		$5.6M Sell
76,739
-3,916
-5% -$279K 0.12% 194
2013
Q4 		$5.75M Sell
80,655
-4,813
-6% -$329K 0.2% 134
2013
Q3 		$5.57M Buy
85,468
+5,345
+7% +$345K 0.18% 128
2013
Q2 		$4.91M Buy
+80,123
New +$4.91M 0.13% 192

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 Capital Financial Advisors's RSP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.1% in Q2 2026, selling an estimated $544K and leaving 62,206 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #209.

United Capital Financial Advisors first reported a position in RSP in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q3 2014. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • United Capital Financial Advisors held 62,206 shares of Invesco S&P 500 Equal Weight ETF worth $13.2M as of Q2 2026.
  • United Capital Financial Advisors sold 2,660 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $544K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $13.9M in Q3 2014.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.