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

Capital Investment Advisors’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 		$13.7M Buy
71,138
+3,313
+5% +$657K 0.2% 96
2025
Q4 		$13M Sell
67,825
-83
-0.1% -$15.8K 0.2% 98
2025
Q3 		$12.9M Buy
67,908
+1,345
+2% +$251K 0.21% 93
2025
Q2 		$12.1M Buy
66,563
+5,164
+8% +$891K 0.22% 96
2025
Q1 		$10.6M Sell
61,399
-3,277
-5% -$583K 0.21% 98
2024
Q4 		$11.3M Buy
64,676
+1,279
+2% +$231K 0.23% 94
2024
Q3 		$11.4M Sell
63,397
-1,242
-2% -$212K 0.23% 90
2024
Q2 		$10.6M Buy
64,639
+2,436
+4% +$401K 0.24% 91
2024
Q1 		$10.5M Sell
62,203
-482
-0.8% -$77.4K 0.25% 89
2023
Q4 		$9.89M Sell
62,685
-2,679
-4% -$389K 0.25% 87
2023
Q3 		$9.26M Buy
+65,364
New +$9.76M 0.26% 85
2023
Q2 		– Sell
-70,843
Closed -$10.2M – 596
2023
Q1 		$10.2M Sell
70,843
-877
-1% -$128K 0.3% 80
2022
Q4 		$10.1M Buy
71,720
+4,138
+6% +$579K 0.31% 79
2022
Q3 		$8.6M Buy
67,582
+1,911
+3% +$270K 0.29% 81
2022
Q2 		$8.81M Buy
65,671
+4,503
+7% +$659K 0.29% 83
2022
Q1 		$9.65M Buy
61,168
+408
+0.7% +$63.6K 0.29% 79
2021
Q4 		$9.89M Buy
60,760
+3,123
+5% +$493K 0.3% 75
2021
Q3 		$8.63M Buy
57,637
+1,273
+2% +$195K 0.29% 80
2021
Q2 		$8.5M Buy
56,364
+6,433
+13% +$958K 0.29% 77
2021
Q1 		$7.07M Buy
49,931
+18,248
+58% +$2.46M 0.27% 80
2020
Q4 		$4.04M Buy
31,683
+18,363
+138% +$2.18M 0.17% 102
2020
Q3 		$1.44M Buy
+13,320
New +$1.44M 0.07% 180

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Capital Investment Advisors's RSP Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.9% in Q1 2026, buying an estimated $657K and bringing the position to 71,138 shares worth $13.7M. The position accounts for 0.2% of the portfolio, ranked #96.

Capital Investment Advisors first reported a position in RSP in Q3 2020 and has held it in 22 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Capital Investment Advisors held 71,138 shares of Invesco S&P 500 Equal Weight ETF worth $13.7M as of Q1 2026.
  • Capital Investment Advisors bought 3,313 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $657K.
  • Invesco S&P 500 Equal Weight ETF made up 0.2% of Capital Investment Advisors's portfolio in Q1 2026, its #96 holding.
  • Capital Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 22 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.