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

Aptus Capital Advisors’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	$84.7M	Buy	398,299 +87,270	+28%	+$17.9M	0.58%	35
2026 Q1	$59.7M	Sell	311,029 -254,792	-45%	-$50.5M	0.47%	46
2025 Q4	$108M	Buy	565,821 +112,948	+25%	+$21.4M	0.78%	27
2025 Q3	$85.9M	Sell	452,873 -19,037	-4%	-$3.55M	0.62%	37
2025 Q2	$85.8M	Buy	471,910 +33,988	+8%	+$5.87M	0.7%	35
2025 Q1	$75.9M	Sell	437,922 -17,990	-4%	-$3.2M	0.78%	31
2024 Q4	$79.9M	Buy	455,912 +88,115	+24%	+$15.9M	0.84%	31
2024 Q3	$65.9M	Buy	367,797 +30,880	+9%	+$5.28M	0.98%	22
2024 Q2	$55.3M	Buy	336,917 +4,910	+1%	+$808K	0.97%	22
2024 Q1	$56.2M	Buy	332,007 +82,375	+33%	+$13.2M	1.05%	21
2023 Q4	$39.4M	Sell	249,632 -65,661	-21%	-$9.54M	1.08%	19
2023 Q3	$44.7M	Buy	315,293 +188,110	+148%	+$28.1M	1.22%	17
2023 Q2	$19M	Buy	127,183 +55,749	+78%	+$8.03M	0.46%	51
2023 Q1	$10.3M	Buy	71,434 +61,734	+636%	+$9.04M	0.28%	77
2022 Q4	$1.37M	Sell	9,700 -74,606	-88%	-$10.4M	0.04%	251
2022 Q3	$10.7M	Buy	84,306 +11,230	+15%	+$1.58M	0.26%	56
2022 Q2	$9.81M	Sell	73,076 -1,745	-2%	-$255K	0.26%	57
2022 Q1	$11.8M	Sell	74,821 -12,325	-14%	-$1.92M	0.29%	44
2021 Q4	$14.2M	Buy	87,146 +5,184	+6%	+$819K	0.43%	31
2021 Q3	$12.3M	Sell	81,962 -10,899	-12%	-$1.67M	0.32%	44
2021 Q2	$14M	Buy	92,861 +19,249	+26%	+$2.87M	0.41%	38
2021 Q1	$10.4M	Buy	73,612 +43,122	+141%	+$5.82M	0.37%	42
2020 Q4	$3.89M	Buy	30,490 +28,175	+1,217%	+$3.35M	0.18%	76
2020 Q3	$250K	Sell	2,315 -377	-14%	-$40.7K	0.01%	270
2020 Q2	$273K	Buy	2,692 +101	+4%	+$9.74K	0.02%	237
2020 Q1	$217K	Sell	2,591 -422	-14%	-$44.8K	0.02%	252
2019 Q4	$348K	Sell	3,013 -704	-19%	-$78.2K	0.02%	295
2019 Q3	$401K	Buy	3,717 +2	+0.1%	+$215	0.02%	293
2019 Q2	$400K	Buy	3,715 +323	+10%	+$34.2K	0.06%	268
2019 Q1	$354K	Buy	+3,392	New	+$342K	0.06%	243

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Aptus Capital Advisors's RSP Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q2 2026, buying an estimated $17.9M and bringing the position to 398,299 shares worth $84.7M. The position accounts for 0.58% of the portfolio, ranked #35.

Aptus Capital Advisors first reported a position in RSP in Q1 2019 and has held it in 30 quarters since. The position peaked at $108M in Q4 2025. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Aptus Capital Advisors held 398,299 shares of Invesco S&P 500 Equal Weight ETF worth $84.7M as of Q2 2026.
Aptus Capital Advisors bought 87,270 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $17.9M.
Invesco S&P 500 Equal Weight ETF made up 0.58% of Aptus Capital Advisors's portfolio in Q2 2026, its #35 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 30 quarters since.
Aptus Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $108M in Q4 2025.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.