Sightline Wealth Advisors, LLC RSP holdings history
INVESCO S&P 500 EQUAL WEIGHT · CUSIP 46137V357 · CIK 1841979
As of 2026-06-30, Sightline Wealth Advisors, LLC reported 105.78K RSP (shares), valued at $22.51M, or 8.23% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 1.60%; reported value increased 9.09%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.23% | 105,776 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 8.73% | 107,496 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 9.11% | 111,530 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 11.03% | 128,760 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 11.98% | 136,591 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 12.95% | 141,847 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 13.61% | 143,978 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 14.59% | 147,776 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 15.38% | 150,379 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 17.02% | 152,553 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 19.19% | 159,971 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 21.14% | 159,790 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 21.14% | 159,790 | $22.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 19.19% | 159,971 | $25.24M | Shares increased 0.11%; reported value increased 11.50%, and weight changed -1.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 17.02% | 152,553 | $25.84M | Shares decreased 4.64%; reported value increased 2.36%, and weight changed -2.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 15.38% | 150,379 | $24.70M | Shares decreased 1.43%; reported value decreased 4.39%, and weight changed -1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 14.59% | 147,776 | $26.48M | Shares decreased 1.73%; reported value increased 7.17%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 13.61% | 143,978 | $25.23M | Shares decreased 2.57%; reported value decreased 4.71%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 12.95% | 141,847 | $24.57M | Shares decreased 1.48%; reported value decreased 2.60%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 11.98% | 136,591 | $24.82M | Shares decreased 3.71%; reported value increased 1.03%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 11.03% | 128,760 | $24.43M | Shares decreased 5.73%; reported value decreased 1.60%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 9.11% | 111,530 | $21.36M | Shares decreased 13.38%; reported value decreased 12.53%, and weight changed -1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 8.73% | 107,496 | $20.63M | Shares decreased 3.62%; reported value decreased 3.44%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 8.23% | 105,776 | $22.51M | Shares decreased 1.60%; reported value increased 9.09%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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