Carrera Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Carrera Capital 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
2026 Q2	$898K	Sell	4,220 -1,818	-30%	-$372K	0.13%	98
2026 Q1	$1.16M	Sell	6,038 -57	-0.9%	-$11.3K	0.18%	83
2025 Q4	$1.17M	Buy	6,095 +153	+3%	+$29K	0.2%	70
2025 Q3	$1.13M	Sell	5,942 -445	-7%	-$82.9K	0.2%	66
2025 Q2	$1.16M	Sell	6,387 -753	-11%	-$130K	0.23%	63
2025 Q1	$1.24M	Sell	7,140 -1,027	-13%	-$183K	0.27%	71
2024 Q4	$1.43M	Sell	8,167 -2,783	-25%	-$503K	0.34%	56
2024 Q3	$1.96M	Sell	10,950 -11	-0.1%	-$1.88K	0.48%	43
2024 Q2	$1.8M	Buy	+10,961	New	+$1.8M	0.59%	30

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Carrera Capital Advisors's RSP Position: Q2 2026 in Review

Carrera Capital Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 30% in Q2 2026, selling an estimated $372K and leaving 4,220 shares worth $898K. The position accounts for 0.13% of the portfolio, ranked #98.

Carrera Capital Advisors first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q3 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Carrera Capital Advisors held 4,220 shares of Invesco S&P 500 Equal Weight ETF worth $898K as of Q2 2026.
Carrera Capital Advisors sold 1,818 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $372K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Carrera Capital Advisors's portfolio in Q2 2026, its #98 holding.
Carrera Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.96M in Q3 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.