Wealthspire Advisors (New York)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealthspire Advisors (New York)’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	$35.3M	Buy	165,851 +23,073	+16%	+$4.72M	0.19%	83
2026 Q1	$27.4M	Buy	142,778 +8,709	+6%	+$1.73M	0.22%	67
2025 Q4	$25.7M	Sell	134,069 -1,192	-0.9%	-$226K	0.2%	67
2025 Q3	$25.7M	Buy	135,261 +27,207	+25%	+$5.07M	0.13%	74
2025 Q2	$19.6M	Buy	108,054 +34,124	+46%	+$5.89M	0.11%	80
2025 Q1	$12.8M	Buy	73,930 +58,034	+365%	+$10.3M	0.08%	99
2024 Q4	$2.79M	Buy	15,896 +3,401	+27%	+$615K	0.03%	206
2024 Q3	$2.24M	Sell	12,495 -2,109	-14%	-$360K	0.02%	236
2024 Q2	$2.4M	Buy	14,604 +1,956	+15%	+$322K	0.03%	185
2024 Q1	$2.14M	Buy	12,648 +257	+2%	+$41.3K	0.03%	188
2023 Q4	$1.96M	Sell	12,391 -167	-1%	-$24.3K	0.03%	197
2023 Q3	$1.78M	Sell	12,558 -457	-4%	-$68.3K	0.03%	183
2023 Q2	$1.95M	Buy	13,015 +2,186	+20%	+$315K	0.03%	155
2023 Q1	$1.57M	Sell	10,829 -612	-5%	-$89.6K	0.03%	179
2022 Q4	$1.62M	Buy	11,441 +76	+0.7%	+$10.6K	0.03%	180
2022 Q3	$1.45M	Buy	11,365 +103	+0.9%	+$14.5K	0.03%	180
2022 Q2	$1.51M	Buy	11,262 +2,222	+25%	+$325K	0.03%	166
2022 Q1	$1.43M	Sell	9,040 -932	-9%	-$145K	0.03%	152
2021 Q4	$1.62M	Sell	9,972 -2,148	-18%	-$339K	0.04%	167
2021 Q3	$1.82M	Buy	12,120 +2,888	+31%	+$442K	0.04%	175
2021 Q2	$1.39M	Sell	9,232 -1,115	-11%	-$166K	0.04%	134
2021 Q1	$1.47M	Sell	10,347 -5,423	-34%	-$732K	0.03%	211
2020 Q4	$2.01M	Buy	+15,770	New	+$1.88M	0.06%	137
2020 Q2	–	Sell	-22,463	Closed	-$1.89M	–	477
2020 Q1	$1.89M	Buy	+22,463	New	+$2.39M	0.08%	130
2019 Q1	–	Sell	-600	Closed	-$55K	–	647
2018 Q4	$55K	Buy	+600	New	+$59.5K	0.01%	171

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

Wealthspire Advisors (New York)'s RSP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, buying an estimated $4.72M and bringing the position to 165,851 shares worth $35.3M. The position accounts for 0.19% of the portfolio, ranked #83.

Wealthspire Advisors (New York) first reported a position in RSP in Q4 2018 and has held it in 25 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealthspire Advisors (New York) held 165,851 shares of Invesco S&P 500 Equal Weight ETF worth $35.3M as of Q2 2026.
Wealthspire Advisors (New York) bought 23,073 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.72M.
Invesco S&P 500 Equal Weight ETF made up 0.19% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #83 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 25 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.