Capstone Wealth Management Group (Oregon)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$657K	Buy	3,423 +91	+3%	+$18K	0.4%	50
2025 Q4	$638K	Buy	3,332 +859	+35%	+$163K	0.39%	55
2025 Q3	$469K	Hold	2,473	–	–	0.3%	67
2025 Q2	$449K	Sell	2,473 -853	-26%	-$147K	0.33%	62
2025 Q1	$576K	Hold	3,326	–	–	0.46%	51
2024 Q4	$583K	Buy	+3,326	New	+$601K	0.44%	52

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s RSP Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q1 2026, buying an estimated $18K and bringing the position to 3,423 shares worth $657K. The position accounts for 0.4% of the portfolio, ranked #50.

Capstone Wealth Management Group (Oregon) first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 3,423 shares of Invesco S&P 500 Equal Weight ETF worth $657K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 91 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $18K.
Invesco S&P 500 Equal Weight ETF made up 0.4% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #50 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.