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

Capstone 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
2025
Q4 		– Sell
-3,651
Closed -$693K – 1987
2025
Q3 		$693K Sell
3,651
-3,614
-50% -$673K ﹤0.01% 1184
2025
Q2 		$1.32M Sell
7,265
-66,191
-90% -$11.4M ﹤0.01% 770
2025
Q1 		$12.7M Buy
+73,456
New +$13.1M 0.03% 248
2024
Q3 		– Sell
-5,726
Closed -$941K – 2169
2024
Q2 		$941K Buy
5,726
+1,951
+52% +$321K ﹤0.01% 1011
2024
Q1 		$639K Buy
3,775
+1,770
+88% +$284K ﹤0.01% 1424
2023
Q4 		$316K Sell
2,005
-5,375
-73% -$781K ﹤0.01% 1569
2023
Q3 		$1.05M Sell
7,380
-779
-10% -$116K ﹤0.01% 973
2023
Q2 		$1.22M Sell
8,159
-7,752
-49% -$1.12M 0.01% 803
2023
Q1 		$2.3M Sell
15,911
-7,267
-31% -$1.06M 0.01% 556
2022
Q4 		$3.27M Sell
23,178
-2,532
-10% -$354K 0.02% 534
2022
Q3 		$3.27M Buy
25,710
+5,982
+30% +$844K 0.02% 546
2022
Q2 		$2.65M Sell
19,728
-475
-2% -$69.5K 0.01% 658
2022
Q1 		$3.19M Buy
+20,203
New +$3.15M 0.01% 870

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

Capstone Investment Advisors's RSP Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 3,651 shares — an estimated $693K sold.

Capstone Investment Advisors first reported a position in RSP in Q1 2022 and held it in 13 quarters. The position peaked at $12.7M in Q1 2025. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,651 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $693K.
  • Capstone Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 13 quarters.
  • Capstone Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $12.7M in Q1 2025.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.