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

WESPAC 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 		$7.89M Buy
37,084
+26,556
+252% +$5.43M 3.85% 2
2026
Q1 		$2.02M Buy
10,528
+2,244
+27% +$445K 1.11% 20
2025
Q4 		$1.59M Sell
8,284
-5,001
-38% -$949K 0.86% 34
2025
Q3 		$2.52M Buy
13,285
+4,122
+45% +$768K 1.47% 10
2025
Q2 		$1.67M Sell
9,163
-3
-0% -$518 1.16% 13
2025
Q1 		$1.59M Buy
9,166
+128
+1% +$22.8K 1.29% 14
2024
Q4 		$1.58M Buy
+9,038
New +$1.63M 1.17% 18
2023
Q2 		– Sell
-7,447
Closed -$1.08M – 130
2023
Q1 		$1.08M Buy
+7,447
New +$1.09M 1.01% 36
2018
Q2 		– Sell
-7,863
Closed -$782K – 141
2018
Q1 		$782K Sell
7,863
-10,705
-58% -$1.1M 0.48% 66
2017
Q4 		$1.88M Sell
18,568
-12,535
-40% -$1.23M 1.74% 18
2017
Q3 		$2.97M Sell
31,103
-2,311
-7% -$216K 1.96% 10
2017
Q2 		$3.1M Buy
33,414
+11,763
+54% +$1.08M 2.12% 7
2017
Q1 		$1.97M Sell
21,651
-2,084
-9% -$187K 2.27% 6
2016
Q4 		$2.06M Buy
+23,735
New +$2M 2.31% 8
2015
Q4 		– Sell
-17,270
Closed -$1.27M – 97
2015
Q3 		$1.27M Sell
17,270
-1,077
-6% -$83.9K 2.23% 19
2015
Q2 		$1.46M Sell
18,347
-1,492
-8% -$122K 1.1% 35
2015
Q1 		$1.61M Buy
+19,839
New +$1.6M 1.22% 31
2014
Q4 		– Sell
-19,170
Closed -$1.45M – 150
2014
Q3 		$1.45M Sell
19,170
-2,363
-11% -$181K 1.17% 31
2014
Q2 		$1.65M Buy
21,533
+2,702
+14% +$200K 1.88% 12
2014
Q1 		$1.37M Sell
18,831
-1,174
-6% -$83.7K 1.19% 22
2013
Q4 		$1.43M Buy
20,005
+1,651
+9% +$113K 1.19% 24
2013
Q3 		$1.2M Sell
18,354
-4,402
-19% -$284K 1.4% 22
2013
Q2 		$1.39M Buy
+22,756
New +$1.39M 2.12% 6

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WESPAC Advisors's RSP Position: Q2 2026 in Review

WESPAC Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 252% in Q2 2026, buying an estimated $5.43M and bringing the position to 37,084 shares worth $7.89M. The position accounts for 3.85% of the portfolio, ranked #2.

WESPAC Advisors first reported a position in RSP in Q2 2013 and has held it in 23 quarters since. 1,665 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • WESPAC Advisors held 37,084 shares of Invesco S&P 500 Equal Weight ETF worth $7.89M as of Q2 2026.
  • WESPAC Advisors bought 26,556 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.43M.
  • Invesco S&P 500 Equal Weight ETF made up 3.85% of WESPAC Advisors's portfolio in Q2 2026, its #2 holding.
  • WESPAC Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 23 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.