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

Avant 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	$1.3M	Buy	6,108 +93	+2%	+$19K	0.81%	32
2026 Q1	$1.15M	Sell	6,015 -586	-9%	-$116K	0.81%	31
2025 Q4	$1.26M	Sell	6,601 -106	-2%	-$20.1K	0.87%	30
2025 Q3	$1.27M	Buy	6,707 +3	+0%	+$559	0.9%	28
2025 Q2	$1.22M	Sell	6,704 -738	-10%	-$127K	0.95%	28
2025 Q1	$1.29M	Buy	7,442 +20	+0.3%	+$3.56K	1.07%	26
2024 Q4	$1.3M	Buy	+7,422	New	+$1.34M	1.08%	27
2023 Q3	$1.08M	Sell	7,614 -16	-0.2%	-$2.39K	1.23%	26
2023 Q2	$1.14M	Sell	7,630 -128	-2%	-$18.4K	1.26%	25
2023 Q1	$1.12M	Buy	7,758 +234	+3%	+$34.3K	1.3%	25
2022 Q4	$1.06M	Sell	7,524 -735	-9%	-$103K	1.3%	23
2022 Q3	$1.05M	Buy	8,259 +397	+5%	+$56K	1.42%	23
2022 Q2	$1.05M	Buy	7,862 +135	+2%	+$19.8K	1.36%	24
2022 Q1	$1.22M	Buy	7,727 +75	+1%	+$11.7K	1.36%	24
2021 Q4	$1.25M	Buy	+7,652	New	+$1.21M	1.37%	25

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

Avant Capital's RSP Position: Q2 2026 in Review

Avant Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q2 2026, buying an estimated $19K and bringing the position to 6,108 shares worth $1.3M. The position accounts for 0.81% of the portfolio, ranked #32.

Avant Capital first reported a position in RSP in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2024. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Avant Capital held 6,108 shares of Invesco S&P 500 Equal Weight ETF worth $1.3M as of Q2 2026.
Avant Capital bought 93 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19K.
Invesco S&P 500 Equal Weight ETF made up 0.81% of Avant Capital's portfolio in Q2 2026, its #32 holding.
Avant Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 15 quarters since.
Avant Capital's Invesco S&P 500 Equal Weight ETF position peaked at $1.3M in Q4 2024.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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