We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
2001
West Coast Financial
California
– -$1.09M -6,310 Closed
I
2002
INVST
Indiana
– -$949K -5,477 Closed
AWM
2003
Avior Wealth Management
Nebraska
– -$947K -5,469 Closed
TLFA
2004
True Link Financial Advisors
California
– -$939K -5,423 Closed
CJ
2005
Caitlin John
Michigan
– -$930K -5,369 Closed
AFWM
2006
AMJ Financial Wealth Management
Virginia
– -$916K -5,289 Closed
PD
2007
Planning Directions
Pennsylvania
– -$886K -5,114 Closed
FTUS
2008
Flow Traders U.S.
New York
– -$804K -4,644 Closed
AAM
2009
Alphadyne Asset Management
New York
– -$780K -4,500 Closed
MCM
2010
Mainstay Capital Management
Michigan
– -$767K -4,427 Closed
KCM
2011
Kornitzer Capital Management
Kansas
– -$767K -4,425 Closed
CA
2012
Claro Advisors
Massachusetts
– -$749K -4,322 Closed
FWM
2013
FLP Wealth Management
Arkansas
– -$729K -4,208 Closed
TVAMP
2014
Tennessee Valley Asset Management Partners
Tennessee
– -$724K -4,181 Closed
OFS
2015
OneAscent Financial Services
Alabama
– -$687K -3,966 Closed
MWM
2016
Moulton Wealth Management
Washington
– -$618K -3,567 Closed
UOTTAIMCU
2017
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$610K -3,521 Closed
SAM
2018
Synergy Asset Management
Washington
– -$595K -3,432 Closed
LEA
2019
Legacy Edge Advisors
New York
– -$588K -3,395 Closed
CGA
2020
Compound Global Advisors
Washington
– -$539K -3,114 Closed
LCGC
2021
Legacy Capital Group California
California
– -$537K -3,098 Closed
CAM
2022
CenterStar Asset Management
Illinois
– -$501K -2,892 Closed
DWM
2023
David Wealth Management
Virginia
– -$497K -2,871 Closed
LJCM
2024
Lee Johnson Capital Management
Texas
– -$489K -2,822 Closed
NCFG
2025
New Century Financial Group
New Jersey
– -$486K -2,806 Closed
79 80
81
82 83