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

Capstone Wealth Management Group (Pennsylvania)’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	$6.2M	Buy	+32,301	New	+$6.4M	2.6%	14

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 $2.26B AUM 7.02% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 32,301 shares worth $6.2M. The stake represents 2.6% of the portfolio and ranks #14 among its holdings.

2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 32,301 shares of Invesco S&P 500 Equal Weight ETF worth $6.2M as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 2.6% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #14 holding.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.