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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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Capital & Planning LLC's RSP Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 100 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #80 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in RSP as recently as Q4 2024.

Capital & Planning LLC first reported a position in RSP in Q4 2024 and has held it in 2 quarters since. The position peaked at $48.4K in Q4 2024. 2,228 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Capital & Planning LLC held 100 shares of Invesco S&P 500 Equal Weight ETF worth $19.2K as of Q1 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Capital & Planning LLC position in Q1 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #80 holding.
  • Capital & Planning LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Invesco S&P 500 Equal Weight ETF position peaked at $48.4K in Q4 2024.
  • 2,228 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.