CWM
RSP icon

Chesapeake Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Chesapeake Wealth Management’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
Q4 		– Sell
-1,459
Closed -$277K – 166
2025
Q3 		$277K Hold
1,459
– – 0.08% 139
2025
Q2 		$265K Sell
1,459
-183
-11% -$31.6K 0.09% 140
2025
Q1 		$284K Hold
1,642
– – 0.1% 135
2024
Q4 		$288K Sell
1,642
-40
-2% -$7.23K 0.1% 135
2024
Q3 		$301K Sell
1,682
-50
-3% -$8.54K 0.1% 132
2024
Q2 		$285K Buy
1,732
+183
+12% +$30.1K 0.1% 132
2024
Q1 		$262K Buy
+1,549
New +$249K 0.1% 132
2018
Q4 		– Sell
-2,103
Closed -$225K – 204
2018
Q3 		$225K Sell
2,103
-100
-5% -$10.6K 0.1% 175
2018
Q2 		$224K Sell
2,203
-113
-5% -$11.5K 0.1% 173
2018
Q1 		$230K Buy
+2,316
New +$237K 0.11% 166

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Chesapeake Wealth Management's RSP Position: Q4 2025 in Review

Chesapeake Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,459 shares — an estimated $277K sold.

Chesapeake Wealth Management first reported a position in RSP in Q1 2018 and held it in 10 quarters. The position peaked at $301K in Q3 2024. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Chesapeake Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,459 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $277K.
  • Chesapeake Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 10 quarters.
  • Chesapeake Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $301K in Q3 2024.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Chesapeake Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.