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Capital Advisors Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capital Advisors Wealth Management’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 		$996K Buy
4,788
+540
+13% +$117K 0.11% 100
2026
Q2 		$904K Buy
4,248
+367
+9% +$75.1K 0.11% 109
2026
Q1 		$745K Buy
3,881
+494
+15% +$97.9K 0.1% 114
2025
Q4 		$649K Buy
3,387
+455
+16% +$86.4K 0.09% 113
2025
Q3 		$556K Buy
2,932
+321
+12% +$59.8K 0.08% 119
2025
Q2 		$474K Buy
2,611
+265
+11% +$45.7K 0.07% 113
2025
Q1 		$406K Buy
2,346
+89
+4% +$15.8K 0.07% 119
2024
Q4 		$396K Buy
2,257
+325
+17% +$58.8K 0.07% 111
2024
Q3 		$346K Buy
1,932
+674
+54% +$115K 0.06% 120
2024
Q2 		$207K Sell
1,258
-125
-9% -$20.6K 0.04% 153
2024
Q1 		$234K Buy
1,383
+46
+3% +$7.39K 0.05% 134
2023
Q4 		$211K Buy
+1,337
New +$194K 0.05% 136
2023
Q3 		– Sell
-1,658
Closed -$248K – 145
2023
Q2 		$248K Sell
1,658
-349
-17% -$50.3K 0.06% 114
2023
Q1 		$290K Buy
2,007
+369
+23% +$54K 0.08% 103
2022
Q4 		$231K Buy
+1,638
New +$229K 0.07% 107
2022
Q1 		– Sell
-1,357
Closed -$221K – 132
2021
Q4 		$221K Buy
1,357
+12
+0.9% +$1.9K 0.07% 112
2021
Q3 		$202K Buy
+1,345
New +$206K 0.07% 100

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advisors Wealth Management's RSP Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q3 2026, buying an estimated $117K and bringing the position to 4,788 shares worth $996K. The position accounts for 0.11% of the portfolio, ranked #100.

Capital Advisors Wealth Management first reported a position in RSP in Q3 2021 and has held it in 17 quarters since. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Capital Advisors Wealth Management held 4,788 shares of Invesco S&P 500 Equal Weight ETF worth $996K as of Q3 2026.
  • Capital Advisors Wealth Management bought 540 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $117K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Capital Advisors Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 17 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.