Capstone Wealth Management Group (Oregon)
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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
Q3 		$486K Buy
2,336
+292
+14% +$63.1K 0.29% 72
2026
Q2 		$435K Sell
2,044
-1,379
-40% -$282K 0.26% 76
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

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s RSP Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q3 2026, buying an estimated $63.1K and bringing the position to 2,336 shares worth $486K. The position accounts for 0.29% of the portfolio, ranked #72.

Capstone Wealth Management Group (Oregon) first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $657K in Q1 2026. 1,797 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Capstone Wealth Management Group (Oregon) held 2,336 shares of Invesco S&P 500 Equal Weight ETF worth $486K as of Q3 2026.
  • Capstone Wealth Management Group (Oregon) bought 292 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $63.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.29% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #72 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 8 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Invesco S&P 500 Equal Weight ETF position peaked at $657K in Q1 2026.
  • 1,797 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.