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

Wingate 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	$3.51M	Buy	16,510 +165	+1%	+$33.8K	1.55%	17
2026 Q1	$3.14M	Buy	16,345 +3,396	+26%	+$673K	1.68%	15
2025 Q4	$2.48M	Sell	12,949 -976	-7%	-$185K	1.38%	20
2025 Q3	$2.64M	Sell	13,925 -6	-0%	-$1.12K	1.83%	14
2025 Q2	$2.53M	Sell	13,931 -960	-6%	-$166K	2.25%	10
2025 Q1	$2.58M	Sell	14,891 -1,862	-11%	-$331K	2.97%	6
2024 Q4	$2.94M	Buy	+16,753	New	+$3.03M	2.88%	1

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

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

Wingate Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1% in Q2 2026, buying an estimated $33.8K and bringing the position to 16,510 shares worth $3.51M. The position accounts for 1.55% of the portfolio, ranked #17.

Wingate Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wingate Wealth Advisors held 16,510 shares of Invesco S&P 500 Equal Weight ETF worth $3.51M as of Q2 2026.
Wingate Wealth Advisors bought 165 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $33.8K.
Invesco S&P 500 Equal Weight ETF made up 1.55% of Wingate Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Wingate Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.