Carmel Capital Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Carmel Capital Partners’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 Q1	–	Sell	-4,512	Closed	-$791K	–	155
2024 Q4	$791K	Sell	4,512 -11,318	-71%	-$2.05M	0.32%	65
2024 Q3	$2.84M	Buy	+15,830	New	+$2.7M	1.09%	14
2024 Q1	–	Sell	-3,592	Closed	-$567K	–	165
2023 Q4	$567K	Buy	+3,592	New	+$522K	0.29%	68

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carmel Capital Partners's RSP Position: Q1 2025 in Review

Carmel Capital Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 4,512 shares — an estimated $791K sold.

Carmel Capital Partners first reported a position in RSP in Q4 2023 and held it in 3 quarters. The position peaked at $2.84M in Q3 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Carmel Capital Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Carmel Capital Partners sold 4,512 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $791K.
Carmel Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 3 quarters.
Carmel Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.84M in Q3 2024.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Carmel Capital Partners's 13F filing for Q1 2025, filed 5 May 2025.