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Coquina Private Wealth LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Coquina Private Wealth LLC’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 		$437K Hold
2,052
– – 0.3% 49
2026
Q1 		$394K Hold
2,052
– – 0.32% 49
2025
Q4 		$393K Buy
+2,052
New +$390K 0.32% 51

Other funds holding RSP

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
Truist Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coquina Private Wealth LLC's RSP Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 2,052 shares worth $437K. The position accounts for 0.3% of the portfolio, ranked #49.

Coquina Private Wealth LLC first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Coquina Private Wealth LLC held 2,052 shares of Invesco S&P 500 Equal Weight ETF worth $437K as of Q2 2026.
  • Coquina Private Wealth LLC left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.3% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #49 holding.
  • Coquina Private Wealth LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.