Capital & Planning LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capital & Planning 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	–	Sell	-100	Closed	-$19.2K	–	131
2026 Q1	$19.2K	Buy	+100	New	+$19.8K	0.01%	80
2025 Q1	–	Sell	-276	Closed	-$48.4K	–	150
2024 Q4	$48.4K	Buy	+276	New	+$49.9K	0.04%	51

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 & Planning LLC's RSP Position: Q2 2026 in Review

Capital & Planning LLC sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 100 shares — an estimated $19.2K sold.

Capital & Planning LLC first reported a position in RSP in Q4 2024 and held it in 2 quarters. The position peaked at $48.4K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Capital & Planning LLC reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 100 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19.2K.
Capital & Planning LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Invesco S&P 500 Equal Weight ETF position peaked at $48.4K in Q4 2024.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.