Coastwise Capital Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Coastwise Capital Group’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	$430K	Buy	2,021 +34	+2%	+$6.96K	0.25%	80
2026 Q1	$381K	Buy	1,987 +3	+0.2%	+$595	0.21%	90
2025 Q4	$380K	Buy	1,984 +3	+0.2%	+$569	0.19%	100
2025 Q3	$376K	Buy	+1,981	New	+$369K	0.26%	83
2024 Q2	–	Sell	-1,587	Closed	-$269K	–	123
2024 Q1	$269K	Buy	+1,587	New	+$255K	0.25%	94
2023 Q3	–	Sell	-2,620	Closed	-$392K	–	118
2023 Q2	$392K	Buy	2,620 +4	+0.2%	+$576	0.44%	62
2023 Q1	$378K	Sell	2,616 -207	-7%	-$30.3K	0.43%	65
2022 Q4	$399K	Buy	+2,823	New	+$395K	0.47%	64

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Coastwise Capital Group's RSP Position: Q2 2026 in Review

Coastwise Capital Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q2 2026, buying an estimated $6.96K and bringing the position to 2,021 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #80.

Coastwise Capital Group first reported a position in RSP in Q4 2022 and has held it in 8 quarters since. 1,391 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Coastwise Capital Group held 2,021 shares of Invesco S&P 500 Equal Weight ETF worth $430K as of Q2 2026.
Coastwise Capital Group bought 34 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.96K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Coastwise Capital Group's portfolio in Q2 2026, its #80 holding.
Coastwise Capital Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 8 quarters since.
1,391 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.