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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
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% -$97.3K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

CAP Partners LLC's RSP Position: Q2 2026 in Review

CAP Partners LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, selling an estimated $8.8K and leaving 1,170 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #138.

CAP Partners LLC first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q3 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • CAP Partners LLC held 1,170 shares of Invesco S&P 500 Equal Weight ETF worth $249K as of Q2 2026.
  • CAP Partners LLC sold 43 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of CAP Partners LLC's portfolio in Q2 2026, its #138 holding.
  • CAP Partners LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
  • CAP Partners LLC's Invesco S&P 500 Equal Weight ETF position peaked at $321K in Q3 2024.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.