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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Apella Capital's RSP Position: Q2 2026 in Review

Apella Capital reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, selling an estimated $88.4K and leaving 2,313 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #474.

Apella Capital first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q1 2026. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Apella Capital held 2,313 shares of Invesco S&P 500 Equal Weight ETF worth $497K as of Q2 2026.
  • Apella Capital sold 432 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $88.4K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #474 holding.
  • Apella Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Invesco S&P 500 Equal Weight ETF position peaked at $558K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.