Apella Capital
RSP icon

Apella Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Apella Capital’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
2026
Q3 		$669K Buy
3,176
+863
+37% +$187K 0.01% 458
2026
Q2 		$497K Sell
2,313
-432
-16% -$88.4K 0.01% 474
2026
Q1 		$558K Buy
2,745
+1,001
+57% +$198K 0.01% 444
2025
Q4 		$334K Buy
+1,744
New +$331K 0.01% 418

Other funds holding RSP

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

Apella Capital's RSP Position: Q3 2026 in Review

Apella Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 37% in Q3 2026, buying an estimated $187K and bringing the position to 3,176 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #458.

Apella Capital first reported a position in RSP in Q4 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Apella Capital held 3,176 shares of Invesco S&P 500 Equal Weight ETF worth $669K as of Q3 2026.
  • Apella Capital bought 863 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $187K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #458 holding.
  • Apella Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.