WESPAC Advisors SoCal
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WESPAC Advisors SoCal’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WESPAC Advisors SoCal’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 		$5.48M Buy
26,361
+8,858
+51% +$1.91M 0.99% 35
2026
Q2 		$3.72M Buy
+17,503
New +$3.58M 0.66% 42
2022
Q2 		– Sell
-5,310
Closed -$837K – 81
2022
Q1 		$837K Sell
5,310
-350
-6% -$54.6K 0.26% 59
2021
Q4 		$888K Sell
5,660
-1,700
-23% -$269K 0.27% 54
2021
Q3 		$1.12M Hold
7,360
– – 0.37% 50
2021
Q2 		$1.11M Buy
+7,360
New +$1.1M 0.37% 47
2020
Q1 		– Sell
-6,865
Closed -$794K – 92
2019
Q4 		$794K Buy
6,865
+350
+5% +$38.9K 0.38% 45
2019
Q3 		$704K Buy
6,515
+300
+5% +$32.2K 0.35% 46
2019
Q2 		$669K Sell
6,215
-155
-2% -$16.4K 0.36% 48
2019
Q1 		$665K Buy
+6,370
New +$643K 0.37% 48
2018
Q4 		– Hold
0
– – – 54
2018
Q3 		– Sell
-4,450
Closed -$470K – 60
2018
Q2 		$453K Buy
4,450
+625
+16% +$63.3K 0.26% 56
2018
Q1 		$380K Buy
3,825
+95
+3% +$9.7K 0.22% 56
2017
Q4 		$376K Sell
3,730
-2,341
-39% -$230K 0.21% 55
2017
Q3 		$580K Buy
6,071
+191
+3% +$17.9K 0.35% 48
2017
Q2 		$544K Sell
5,880
-400
-6% -$36.7K 0.35% 50
2017
Q1 		$570K Sell
6,280
-350
-5% -$31.4K 0.35% 45
2016
Q4 		$574K Buy
6,630
+6,315
+2,005% +$533K 0.37% 42
2016
Q3 		$26.3K Hold
315
– – 0.02% 136
2016
Q2 		$25.3K Hold
315
– – 0.02% 143
2016
Q1 		$24.7K Sell
315
-2,090
-87% -$154K 0.02% 141
2015
Q4 		$184K Buy
+2,405
New +$187K 0.12% 85

Other funds holding RSP

Japan Science & Technology Agency
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
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WESPAC Advisors SoCal's RSP Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 51% in Q3 2026, buying an estimated $1.91M and bringing the position to 26,361 shares worth $5.48M. The position accounts for 0.99% of the portfolio, ranked #35.

WESPAC Advisors SoCal first reported a position in RSP in Q4 2015 and has held it in 21 quarters since. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • WESPAC Advisors SoCal held 26,361 shares of Invesco S&P 500 Equal Weight ETF worth $5.48M as of Q3 2026.
  • WESPAC Advisors SoCal bought 8,858 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.91M.
  • Invesco S&P 500 Equal Weight ETF made up 0.99% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #35 holding.
  • WESPAC Advisors SoCal first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 21 quarters since.
  • 806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.