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 Q2	$59.4K	Sell	279 -2	-0.7%	-$409	0.03%	339
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 $1.89T 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

Caitlin John's RSP Position: Q2 2026 in Review

Caitlin John reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.71% in Q2 2026, selling an estimated $409 and leaving 279 shares worth $59.4K. The position accounts for 0.03% of the portfolio, ranked #339.

Caitlin John first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Caitlin John held 279 shares of Invesco S&P 500 Equal Weight ETF worth $59.4K as of Q2 2026.
Caitlin John sold 2 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $409.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #339 holding.
Caitlin John first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.