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

Callan Family Office’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	$1.41M	Buy	7,348 +1,275	+21%	+$253K	0.03%	460
2025 Q4	$1.16M	Buy	6,073 +1,855	+44%	+$352K	0.03%	510
2025 Q3	$800K	Buy	4,218 +163	+4%	+$30.4K	0.03%	419
2025 Q2	$737K	Buy	4,055 +140	+4%	+$24.2K	0.02%	469
2025 Q1	$678K	Buy	3,915 +655	+20%	+$116K	0.05%	271
2024 Q4	$571K	Buy	+3,260	New	+$589K	0.04%	342
2024 Q1	–	Sell	-3,306	Closed	-$522K	–	105
2023 Q4	$522K	Buy	+3,306	New	+$480K	0.13%	55

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 $2.26B AUM 7.02% 1-Year Est. Return

Callan Family Office's RSP Position: Q1 2026 in Review

Callan Family Office increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q1 2026, buying an estimated $253K and bringing the position to 7,348 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #460.

Callan Family Office first reported a position in RSP in Q4 2023 and has held it in 7 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Callan Family Office held 7,348 shares of Invesco S&P 500 Equal Weight ETF worth $1.41M as of Q1 2026.
Callan Family Office bought 1,275 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $253K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #460 holding.
Callan Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 7 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.