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

Caldwell Sutter 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	$10.9K	Hold	51	–	–	﹤0.01%	600
2026 Q1	$9.79K	Hold	51	–	–	﹤0.01%	560
2025 Q4	$9.77K	Hold	51	–	–	﹤0.01%	551
2025 Q3	$9.68K	Hold	51	–	–	﹤0.01%	557
2025 Q2	$9.27K	Hold	51	–	–	﹤0.01%	547
2025 Q1	$8.84K	Sell	51 -110	-68%	-$19.6K	﹤0.01%	555
2024 Q4	$28.2K	Hold	161	–	–	0.01%	430
2024 Q3	$28.8K	Hold	161	–	–	0.01%	429
2024 Q2	$26.4K	Hold	161	–	–	0.01%	438
2024 Q1	$27.3K	Hold	161	–	–	0.01%	430
2023 Q4	$25.4K	Buy	161 +110	+216%	+$16K	0.01%	429
2023 Q3	$7.23K	Hold	51	–	–	﹤0.01%	562
2023 Q2	$7.63K	Buy	+51	New	+$7.35K	﹤0.01%	557

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

Caldwell Sutter Capital's RSP Position: Q2 2026 in Review

Caldwell Sutter Capital held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 51 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Caldwell Sutter Capital first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.8K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Caldwell Sutter Capital held 51 shares of Invesco S&P 500 Equal Weight ETF worth $10.9K as of Q2 2026.
Caldwell Sutter Capital left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #600 holding.
Caldwell Sutter Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Invesco S&P 500 Equal Weight ETF position peaked at $28.8K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.