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Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealthcare Advisory Partners’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 		$12.6M Sell
59,240
-22,673
-28% -$4.64M 0.24% 86
2026
Q1 		$15.7M Hold
81,913
– – 0.31% 71
2025
Q4 		$15.7M Sell
81,913
-2,332
-3% -$443K 0.31% 71
2025
Q3 		$16M Sell
84,245
-11,959
-12% -$2.23M 0.33% 60
2025
Q2 		$17.5M Buy
96,204
+5,143
+6% +$888K 0.4% 50
2025
Q1 		$15.8M Buy
91,061
+10,276
+13% +$1.83M 0.42% 49
2024
Q4 		$14.2M Buy
80,785
+17,648
+28% +$3.19M 0.39% 49
2024
Q3 		$11.3M Buy
63,137
+18,865
+43% +$3.22M 0.32% 62
2024
Q2 		$7.27M Buy
44,272
+3,792
+9% +$624K 0.23% 80
2024
Q1 		$6.86M Buy
40,480
+26,736
+195% +$4.29M 0.22% 81
2023
Q4 		$2.17M Sell
13,744
-392
-3% -$56.9K 0.09% 185
2023
Q3 		$2M Buy
14,136
+1,193
+9% +$178K 0.09% 174
2023
Q2 		$1.94M Sell
12,943
-222,655
-95% -$32.1M 0.09% 180
2023
Q1 		$34.1M Buy
235,598
+8,158
+4% +$1.19M 1.46% 13
2022
Q4 		$32.1M Buy
227,440
+13,379
+6% +$1.87M 1.54% 11
2022
Q3 		$27.2M Buy
214,061
+36,933
+21% +$5.21M 1.55% 11
2022
Q2 		$23.8M Buy
177,128
+18,505
+12% +$2.71M 1.44% 14
2022
Q1 		$25M Buy
158,623
+79,086
+99% +$12.3M 1.52% 14
2021
Q4 		$12.9M Buy
79,537
+72,880
+1,095% +$11.5M 0.77% 31
2021
Q3 		$997K Sell
6,657
-783
-11% -$120K 0.07% 190
2021
Q2 		$1.12M Buy
7,440
+881
+13% +$131K 0.08% 179
2021
Q1 		$929K Buy
6,559
+501
+8% +$67.6K 0.07% 192
2020
Q4 		$773K Buy
6,058
+21
+0.3% +$2.5K 0.07% 179
2020
Q3 		$653K Sell
6,037
-676
-10% -$73K 0.07% 172
2020
Q2 		$683K Buy
6,713
+79
+1% +$7.62K 0.09% 140
2020
Q1 		$557K Buy
6,634
+662
+11% +$70.3K 0.08% 139
2019
Q4 		$691K Buy
5,972
+554
+10% +$61.5K 0.09% 136
2019
Q3 		$586K Sell
5,418
-1,189
-18% -$128K 0.09% 135
2019
Q2 		$712K Buy
6,607
+3,109
+89% +$329K 0.11% 108
2019
Q1 		$365K Sell
3,498
-370
-10% -$37.3K 0.06% 162
2018
Q4 		$353K Sell
3,868
-614
-14% -$60.8K 0.07% 142
2018
Q3 		$479K Sell
4,482
-649
-13% -$68.6K 0.09% 124
2018
Q2 		$523K Buy
5,131
+1,928
+60% +$195K 0.1% 115
2018
Q1 		$319K Buy
3,203
+190
+6% +$19.4K 0.07% 147
2017
Q4 		$304K Buy
3,013
+2,271
+306% +$223K 0.08% 137
2017
Q3 		$71K Buy
+742
New +$69.4K 0.02% 265
2017
Q1 		– Sell
-161
Closed -$14K – 134
2016
Q4 		$14K Buy
+161
New +$13.6K 0.01% 74

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's RSP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q2 2026, selling an estimated $4.64M and leaving 59,240 shares worth $12.6M. The position accounts for 0.24% of the portfolio, ranked #86.

Wealthcare Advisory Partners first reported a position in RSP in Q4 2016 and has held it in 37 quarters since. The position peaked at $34.1M in Q1 2023. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Wealthcare Advisory Partners held 59,240 shares of Invesco S&P 500 Equal Weight ETF worth $12.6M as of Q2 2026.
  • Wealthcare Advisory Partners sold 22,673 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.64M.
  • Invesco S&P 500 Equal Weight ETF made up 0.24% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #86 holding.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 37 quarters since.
  • Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight ETF position peaked at $34.1M in Q1 2023.
  • 548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.