RSP INVESCO S&P 500 EQUAL WEIGHT ETF

Ownership history in Arkadios Wealth Advisors  ·  28 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q2. The latest visible filing shows RSP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in INVESCO S&P 500 EQUAL WEIGHT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RSP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,600 -188,503 -98.1% 0.01% $690K 2026-02-14 (Est.) $202.01
2025 Q4 ADDED 192,103 +18,775 +10.8% 0.71% $36.8M 2026-02-14 (Est.) $202.01
2025 Q3 ADDED 173,328 +153,428 +771.0% 0.79% $32.9M 2025-10-29 $186.78
2025 Q3 REDUCED 19,900 -2,300 -10.4% 0.09% $3.8M 2025-10-29 $186.78
2025 Q2 REDUCED 22,200 -144,081 -86.6% 0.12% $4.0M 2025-08-04 $181.48
2025 Q2 ADDED 166,281 +65,188 +64.5% 0.89% $30.2M 2025-08-04 $181.48
2025 Q1 ADDED 101,093 +44,721 +79.3% 0.66% $17.5M 2025-05-08 $169.76
2024 Q4 ADDED 56,372 +4,178 +8.0% 0.54% $9.9M 2025-01-15 $174.00
2024 Q3 ADDED 52,194 +11,879 +29.5% 0.53% $9.4M 2024-10-24 $174.55
2024 Q2 ADDED 40,315 +27,147 +206.2% 0.45% $6.6M 2024-07-29 $165.13
2024 Q1 ADDED 13,168 +879 +7.2% 0.17% $2.2M 2024-04-30 $155.98
2023 Q4 REDUCED 12,289 -2,029 -14.2% 0.16% $1.9M 2024-01-24 $150.24
2023 Q3 REDUCED 14,318 -1,715 -10.7% 0.19% $2.0M 2023-10-13 $134.66
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arkadios Wealth Advisors and RSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning RSP?

Arkadios Wealth Advisors reported RSP across 13 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RSP position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for RSP was 0.89% in 2025 Q2.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 3,600 shares, equal to 0.01% of portfolio, with an estimated market value of $690K.

What does the chart on this RSP ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly RSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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