VisionPoint Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

VisionPoint Advisory 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	$5.18M	Sell	24,901 -4,748	-16%	-$1.03M	0.81%	26
2026 Q2	$6.31M	Sell	29,649 -3,726	-11%	-$763K	1.03%	18
2026 Q1	$6.41M	Sell	33,375 -294	-0.9%	-$58.3K	1.21%	18
2025 Q4	$6.45M	Buy	33,669 +8,582	+34%	+$1.63M	1.26%	13
2025 Q3	$4.76M	Sell	25,087 -666	-3%	-$124K	0.95%	20
2025 Q2	$4.68M	Buy	+25,753	New	+$4.45M	1.02%	20
2022 Q1	–	Sell	-2,236	Closed	-$348K	–	102
2021 Q4	$348K	Buy	2,236 +43	+2%	+$6.79K	0.15%	74
2021 Q3	$354K	Sell	2,193 -744	-25%	-$114K	0.16%	77
2021 Q2	$443K	Buy	2,937 +241	+9%	+$35.9K	0.2%	73
2021 Q1	$382K	Buy	2,696 +811	+43%	+$109K	0.18%	86
2020 Q4	$240K	Buy	+1,885	New	+$224K	0.12%	124

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

VisionPoint Advisory Group's RSP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q3 2026, selling an estimated $1.03M and leaving 24,901 shares worth $5.18M. The position accounts for 0.81% of the portfolio, ranked #26.

VisionPoint Advisory Group first reported a position in RSP in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.45M in Q4 2025. 608 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

VisionPoint Advisory Group held 24,901 shares of Invesco S&P 500 Equal Weight ETF worth $5.18M as of Q3 2026.
VisionPoint Advisory Group sold 4,748 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.03M.
Invesco S&P 500 Equal Weight ETF made up 0.81% of VisionPoint Advisory Group's portfolio in Q3 2026, its #26 holding.
VisionPoint Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 11 quarters since.
VisionPoint Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $6.45M in Q4 2025.
608 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.