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

Visionary 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	$2.31M	Buy	10,850 +574	+6%	+$117K	0.09%	198
2026 Q1	$1.97M	Buy	10,276 +14	+0.1%	+$2.77K	0.09%	198
2025 Q4	$1.97M	Buy	10,262 +861	+9%	+$163K	0.09%	201
2025 Q3	$1.78M	Sell	9,401 -376	-4%	-$70.1K	0.08%	209
2025 Q2	$1.78M	Sell	9,777 -1,091	-10%	-$188K	0.09%	204
2025 Q1	$1.88M	Buy	10,868 +4,382	+68%	+$779K	0.11%	181
2024 Q4	$1.14M	Buy	6,486 +165	+3%	+$29.8K	0.07%	239
2024 Q3	$1.13M	Buy	6,321 +1,525	+32%	+$261K	0.07%	236
2024 Q2	$788K	Sell	4,796 -3,177	-40%	-$523K	0.05%	266
2024 Q1	$1.35M	Buy	7,973 +4,343	+120%	+$697K	0.09%	209
2023 Q4	$573K	Buy	3,630 +878	+32%	+$128K	0.04%	293
2023 Q3	$390K	Buy	2,752 +1,030	+60%	+$154K	0.03%	329
2023 Q2	$258K	Buy	1,722 +224	+15%	+$32.3K	0.02%	391
2023 Q1	$217K	Sell	1,498 -1,132	-43%	-$166K	0.02%	410
2022 Q4	$371K	Buy	2,630 +15	+0.6%	+$2.1K	0.03%	286
2022 Q3	$333K	Sell	2,615 -17	-0.6%	-$2.4K	0.03%	277
2022 Q2	$353K	Buy	2,632 +858	+48%	+$126K	0.03%	298
2022 Q1	$280K	Buy	+1,774	New	+$277K	0.02%	342

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

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

Visionary Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q2 2026, buying an estimated $117K and bringing the position to 10,850 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #198.

Visionary Wealth Advisors first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Visionary Wealth Advisors held 10,850 shares of Invesco S&P 500 Equal Weight ETF worth $2.31M as of Q2 2026.
Visionary Wealth Advisors bought 574 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $117K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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