INVESCO S&P 500 EW INCOME AD RSPA
$53.77
+0.4% 52w: $44.55 – $53.77
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.5549.1653.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+10 QoQ
13F value
$492.9M
+20.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns RSPA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 4.3M | $215.1M | 0.0% | -1.7% |
| LPL Financial LLC | Bank broker | 989.3K | $49.5M | 0.0% | +53.7% |
| CX Institutional | Wealth advisor | 929.6K | $46.5M | 1.4% | -4.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 418.2K | $20.6M | 0.0% | +43.8% |
| MORGAN STANLEY | Bank broker | 406.0K | $20.3M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 314.6K | $15.7M | 0.0% | +932.8% |
| Matthew Goff Investment Advisor, LLC | Other | 71.3K | $13.7M | 2.3% | New |
| UBS Group AG | Bank broker | 252.8K | $12.6M | 0.0% | +51.8% |
| Cetera Investment Advisers | Wealth advisor | 206.5K | $10.3M | 0.0% | +66.6% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | Wealth advisor | 186.8K | $9.3M | 2.7% | +2.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 167.7K | $8.4M | 1.4% | +166.0% |
| LANE BROTHERS & CO INC | Wealth advisor | 130.1K | $6.5M | 4.7% | +10.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 89.5K | $4.5M | 0.1% | +18.6% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 84.3K | $4.2M | 0.2% | +32.4% |
| ROYAL BANK OF CANADA | Bank broker | 83.4K | $4.2M | 0.0% | +19.7% |
| Advisor OS, LLC | Wealth advisor | 70.1K | $3.5M | 0.3% | +20.0% |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 70.1K | $3.5M | 0.4% | +20.0% |
| SageGuard Financial Group, LLC | Other | 70.1K | $3.5M | 0.5% | -4.3% |
| Compass Financial Services Inc | Wealth advisor | 68.3K | $3.4M | 1.5% | -4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 61.5K | $3.1M | 0.0% | +31.9% |
| Prospera Financial Services Inc | Diversified mechanical | 55.7K | $2.8M | 0.0% | +174.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 53.1K | $2.7M | 0.0% | +180.6% |
| Gateway Wealth Partners, LLC | Wealth advisor | 45.2K | $2.3M | 0.1% | +118.5% |
| Private Advisor Group, LLC | Wealth advisor | 36.9K | $1.8M | 0.0% | +54.0% |
| Perigon Wealth Management, LLC | Wealth advisor | 36.5K | $1.8M | 0.0% | +53.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 34.6K | $1.7M | 0.0% | +40.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 31.8K | $1.6M | 0.0% | New |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 30.8K | $1.5M | 0.0% | +88.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 29.3K | $1.5M | 0.0% | -6.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 29.3K | $1.5M | 0.0% | +104.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 21.6K | $1.1M | 0.0% | +304.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 19.4K | $969K | 0.0% | +21.0% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 19.3K | $964K | 0.4% | +3.5% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 19.2K | $962K | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.3K | $815K | 0.0% | +63.7% |
| FIRST MANHATTAN CO. LLC. | Other | 15.9K | $797K | 0.0% | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 14.8K | $741K | 0.0% | +37.8% |
| Barnett & Company, Inc. ★2 | Fundamental diversified | 14.1K | $705K | 0.5% | +19.1% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 13.1K | $653K | 0.0% | +16.6% |
| Joel Isaacson & Co., LLC | Wealth advisor | 12.9K | $643K | 0.0% | +31.9% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 12.8K | $639K | 0.0% | +20.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | Wealth advisor | 11.1K | $553K | 0.1% | +6.0% |
| Stratos Investment Management, LLC | Wealth advisor | 9.7K | $483K | 0.0% | -1.1% |
| Peck Wealth Management, LLC | Wealth advisor | 9.3K | $464K | 0.5% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 8.6K | $432K | 0.0% | New |
| Adalta Capital Management LLC ★2 | Fundamental diversified | 8.0K | $400K | 0.2% | New |
| Northstar Advisory Group, LLC | Other | 7.8K | $388K | 0.1% | New |
| NBC SECURITIES, INC. | Diversified mechanical | 7.0K | $348K | 0.0% | +63.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 6.6K | $329K | 0.0% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 6.4K | $321K | 0.0% | +2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.