Capital Squared Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capital Squared Financial’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	$292K	Hold	1,371	–	–	0.19%	75
2026 Q1	$263K	Sell	1,371 -17	-1%	-$3.37K	0.2%	74
2025 Q4	$266K	Buy	1,388 +122	+10%	+$23.2K	0.21%	71
2025 Q3	$240K	Hold	1,266	–	–	0.21%	72
2025 Q2	$230K	Buy	+1,266	New	+$219K	0.27%	59

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Capital Squared Financial's RSP Position: Q2 2026 in Review

Capital Squared Financial held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,371 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #75.

Capital Squared Financial first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 719 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Capital Squared Financial held 1,371 shares of Invesco S&P 500 Equal Weight ETF worth $292K as of Q2 2026.
Capital Squared Financial left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.19% of Capital Squared Financial's portfolio in Q2 2026, its #75 holding.
Capital Squared Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
719 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.