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

Castleview 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
2026 Q3	$728K	Buy	3,501 +838	+31%	+$181K	0.32%	74
2026 Q2	$567K	Buy	2,663 +13	+0.5%	+$2.66K	0.25%	100
2026 Q1	$509K	Buy	2,650 +662	+33%	+$131K	0.26%	85
2025 Q4	$381K	Buy	1,988 +1	+0.1%	+$190	0.19%	115
2025 Q3	$377K	Sell	1,987 -217	-10%	-$40.4K	0.2%	102
2025 Q2	$401K	Buy	2,204 +154	+8%	+$26.6K	0.26%	94
2025 Q1	$355K	Sell	2,050 -2,879	-58%	-$512K	0.24%	107
2024 Q4	$861K	Sell	4,929 -315	-6%	-$57K	0.46%	49
2024 Q3	$940K	Buy	5,244 +2,107	+67%	+$360K	0.54%	39
2024 Q2	$515K	Sell	3,137 -123	-4%	-$20.2K	0.29%	81
2024 Q1	$552K	Buy	3,260 +180	+6%	+$28.9K	0.31%	72
2023 Q4	$486K	Sell	3,080 -35	-1%	-$5.08K	0.34%	63
2023 Q3	$441K	Buy	3,115 +4	+0.1%	+$598	0.41%	51
2023 Q2	$465K	Sell	3,111 -71	-2%	-$10.2K	0.42%	49
2023 Q1	$460K	Sell	3,182 -1,295	-29%	-$190K	0.41%	56
2022 Q4	$632K	Buy	4,477 +48	+1%	+$6.71K	0.62%	36
2022 Q3	$564K	Buy	4,429 +4,173	+1,630%	+$589K	0.54%	35
2022 Q2	$5.28K	Sell	256 -15,004	-98%	-$2.2M	﹤0.01%	529
2022 Q1	$2.41M	Buy	+15,260	New	+$2.38M	1.5%	9
2021 Q2	$2.39M	Buy	+15,870	New	+$2.36M	1.05%	16
2018 Q1	$442K	Buy	+4,439	New	+$454K	0.37%	61

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Castleview Partners's RSP Position: Q3 2026 in Review

Castleview Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q3 2026, buying an estimated $181K and bringing the position to 3,501 shares worth $728K. The position accounts for 0.32% of the portfolio, ranked #74.

Castleview Partners first reported a position in RSP in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.41M in Q1 2022. 612 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Castleview Partners held 3,501 shares of Invesco S&P 500 Equal Weight ETF worth $728K as of Q3 2026.
Castleview Partners bought 838 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $181K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Castleview Partners's portfolio in Q3 2026, its #74 holding.
Castleview Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 21 quarters since.
Castleview Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.41M in Q1 2022.
612 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.