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

Callan 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
2025 Q1	$673K	Buy	3,887 +20	+0.5%	+$3.56K	0.05%	164
2024 Q4	$678K	Hold	3,867	–	–	0.05%	136
2024 Q3	$693K	Hold	3,867	–	–	0.05%	140
2024 Q2	$635K	Buy	+3,867	New	+$636K	0.05%	139
2023 Q1	–	Sell	-1,630	Closed	-$230K	–	193
2022 Q4	$230K	Buy	+1,630	New	+$228K	0.03%	164

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Callan Capital's RSP Position: Q1 2025 in Review

Callan Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.52% in Q1 2025, buying an estimated $3.56K and bringing the position to 3,887 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #164.

Callan Capital first reported a position in RSP in Q4 2022 and has held it in 5 quarters since. The position peaked at $693K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Callan Capital held 3,887 shares of Invesco S&P 500 Equal Weight ETF worth $673K as of Q1 2025.
Callan Capital bought 20 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $3.56K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Callan Capital's portfolio in Q1 2025, its #164 holding.
Callan Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 5 quarters since.
Callan Capital's Invesco S&P 500 Equal Weight ETF position peaked at $693K in Q3 2024.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.