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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

VisionPoint Advisory Group's RSP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $763K and leaving 29,649 shares worth $6.31M. The position accounts for 1.03% of the portfolio, ranked #18.

VisionPoint Advisory Group first reported a position in RSP in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.45M in Q4 2025. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

VisionPoint Advisory Group held 29,649 shares of Invesco S&P 500 Equal Weight ETF worth $6.31M as of Q2 2026.
VisionPoint Advisory Group sold 3,726 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $763K.
Invesco S&P 500 Equal Weight ETF made up 1.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #18 holding.
VisionPoint Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 10 quarters since.
VisionPoint Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $6.45M in Q4 2025.
423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.