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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
2021
Q2 		– Sell
-130,000
Closed -$18.4M – 600
2021
Q1 		$18.4M Buy
+130,000
New +$17.5M 0.66% 37

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Aptus Capital Advisors's RSP Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q1 2026, selling an estimated $50.5M and leaving 311,029 shares worth $59.7M. The position accounts for 0.47% of the portfolio, ranked #46.

Aptus Capital Advisors first reported a position in RSP in Q1 2019 and has held it in 29 quarters since. The position peaked at $108M in Q4 2025. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Aptus Capital Advisors held 311,029 shares of Invesco S&P 500 Equal Weight ETF worth $59.7M as of Q1 2026.
  • Aptus Capital Advisors sold 254,792 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $50.5M.
  • Invesco S&P 500 Equal Weight ETF made up 0.47% of Aptus Capital Advisors's portfolio in Q1 2026, its #46 holding.
  • Aptus Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $108M in Q4 2025.
  • 2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.