CAP Partners LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CAP Partners LLC’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 Q3	$243K	Hold	1,170	–	–	0.11%	148
2026 Q2	$249K	Sell	1,170 -43	-4%	-$8.8K	0.12%	138
2026 Q1	$233K	Buy	1,213 +1	+0.1%	+$198	0.13%	136
2025 Q4	$232K	Hold	1,212	–	–	0.13%	132
2025 Q3	$230K	Buy	1,212 +1	+0.1%	+$186	0.13%	128
2025 Q2	$220K	Sell	1,211 -564	-32%	-$97.4K	0.14%	131
2025 Q1	$307K	Sell	1,775 -18	-1%	-$3.2K	0.22%	98
2024 Q4	$314K	Hold	1,793	–	–	0.22%	97
2024 Q3	$321K	Sell	1,793 -38	-2%	-$6.49K	0.24%	97
2024 Q2	$301K	Sell	1,831 -42	-2%	-$6.91K	0.24%	96
2024 Q1	$317K	Buy	1,873 +1	+0.1%	+$161	0.28%	87
2023 Q4	$295K	Buy	+1,872	New	+$272K	0.29%	72

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

CAP Partners LLC's RSP Position: Q3 2026 in Review

CAP Partners LLC held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 1,170 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #148.

CAP Partners LLC first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $321K in Q3 2024. 745 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

CAP Partners LLC held 1,170 shares of Invesco S&P 500 Equal Weight ETF worth $243K as of Q3 2026.
CAP Partners LLC left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.11% of CAP Partners LLC's portfolio in Q3 2026, its #148 holding.
CAP Partners LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
CAP Partners LLC's Invesco S&P 500 Equal Weight ETF position peaked at $321K in Q3 2024.
745 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.