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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
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

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

Capital Advisors Wealth Management's RSP Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.5% in Q2 2026, buying an estimated $75.1K and bringing the position to 4,248 shares worth $904K. The position accounts for 0.11% of the portfolio, ranked #109.

Capital Advisors Wealth Management first reported a position in RSP in Q3 2021 and has held it in 16 quarters since. 2,309 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Capital Advisors Wealth Management held 4,248 shares of Invesco S&P 500 Equal Weight ETF worth $904K as of Q2 2026.
  • Capital Advisors Wealth Management bought 367 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $75.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #109 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 16 quarters since.
  • 2,309 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.