Chapin Davis’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Chapin Davis’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	–	Sell	-2,037	Closed	-$391K	–	280
2026 Q1	$391K	Buy	2,037 +177	+10%	+$35.1K	0.09%	179
2025 Q4	$356K	Buy	1,860 +155	+9%	+$29.4K	0.08%	175
2025 Q3	$323K	Buy	+1,705	New	+$318K	0.08%	186
2023 Q2	–	Sell	-5,314	Closed	-$769K	–	238
2023 Q1	$769K	Buy	5,314 +66	+1%	+$9.66K	0.4%	69
2022 Q4	$741K	Buy	+5,248	New	+$734K	0.43%	67

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

Chapin Davis's RSP Position: Q2 2026 in Review

Chapin Davis sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 2,037 shares — an estimated $391K sold.

Chapin Davis first reported a position in RSP in Q4 2022 and held it in 5 quarters. The position peaked at $769K in Q1 2023. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Chapin Davis reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Chapin Davis sold 2,037 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $391K.
Chapin Davis first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 5 quarters.
Chapin Davis's Invesco S&P 500 Equal Weight ETF position peaked at $769K in Q1 2023.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.