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

WCG 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	$2.75M	Sell	12,910 -3,438	-21%	-$704K	0.07%	259
2026 Q1	$3.14M	Buy	+16,348	New	+$3.24M	0.09%	211
2024 Q4	–	Sell	-12,228	Closed	-$2.19M	–	315
2024 Q3	$2.19M	Buy	+12,228	New	+$2.09M	0.15%	150
2024 Q1	–	Sell	-44,794	Closed	-$7.07M	–	299
2023 Q4	$7.07M	Buy	44,794 +15,795	+54%	+$2.29M	0.52%	56
2023 Q3	$4.19M	Buy	+28,999	New	+$4.33M	0.31%	81

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

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

WCG Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q2 2026, selling an estimated $704K and leaving 12,910 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #259.

WCG Wealth Advisors first reported a position in RSP in Q3 2023 and has held it in 5 quarters since. The position peaked at $7.07M in Q4 2023. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

WCG Wealth Advisors held 12,910 shares of Invesco S&P 500 Equal Weight ETF worth $2.75M as of Q2 2026.
WCG Wealth Advisors sold 3,438 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $704K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #259 holding.
WCG Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 5 quarters since.
WCG Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.07M in Q4 2023.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.