Caitlin John’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Caitlin John’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 Q1	$53.9K	Sell	281 -2	-0.7%	-$396	0.03%	300
2025 Q4	$54.2K	Sell	283 -4	-1%	-$759	0.04%	301
2025 Q3	$54.4K	Buy	+287	New	+$53.5K	0.04%	249
2025 Q2	–	Sell	-5,369	Closed	-$930K	–	162
2025 Q1	$930K	Sell	5,369 -1,556	-22%	-$277K	0.91%	24
2024 Q4	$1.21M	Buy	6,925 +3,691	+114%	+$667K	0.8%	44
2024 Q3	$594K	Buy	3,234 +2,784	+619%	+$476K	0.37%	62
2024 Q2	$73.9K	Buy	450 +6	+1%	+$987	0.05%	199
2024 Q1	$75.2K	Buy	444 +79	+22%	+$12.7K	0.06%	192
2023 Q4	$57.7K	Buy	+365	New	+$53K	0.05%	187

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Caitlin John's RSP Position: Q1 2026 in Review

Caitlin John reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.71% in Q1 2026, selling an estimated $396 and leaving 281 shares worth $53.9K. The position accounts for 0.03% of the portfolio, ranked #300.

Caitlin John first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Caitlin John held 281 shares of Invesco S&P 500 Equal Weight ETF worth $53.9K as of Q1 2026.
Caitlin John sold 2 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $396.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #300 holding.
Caitlin John first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.