14B Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

14B Capital Management’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
2025 Q4	$2.3M	Buy	+12,000	New	+$2.28M	1.85%	12

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

14B Capital Management's RSP Position: Q4 2025 in Review

14B Capital Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025: 12,000 shares worth $2.3M. The stake represents 1.85% of the portfolio and ranks #12 among its holdings.

2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

14B Capital Management held 12,000 shares of Invesco S&P 500 Equal Weight ETF worth $2.3M as of Q4 2025.
Invesco S&P 500 Equal Weight ETF was a new 14B Capital Management position in Q4 2025.
Invesco S&P 500 Equal Weight ETF made up 1.85% of 14B Capital Management's portfolio in Q4 2025, its #12 holding.
2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on 14B Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.