Curbstone Financial Management Corp’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.08M Sell
37,991
-1,476
-4% -$302K 1.38% 18
2026
Q1
$7.57M Buy
39,467
+1,110
+3% +$220K 1.45% 15
2025
Q4
$7.35M Buy
38,357
+624
+2% +$118K 1.41% 17
2025
Q3
$7.16M Sell
37,733
-500
-1% -$93.2K 1.38% 16
2025
Q2
$6.95M Sell
38,233
-522
-1% -$90.1K 1.43% 15
2025
Q1
$6.71M Sell
38,755
-828
-2% -$147K 1.42% 17
2024
Q4
$6.94M Sell
39,583
-434
-1% -$78.5K 1.47% 16
2024
Q3
$7.17M Sell
40,017
-170
-0.4% -$29K 1.53% 14
2024
Q2
$6.6M Buy
40,187
+630
+2% +$104K 1.43% 16
2024
Q1
$6.7M Buy
39,557
+890
+2% +$143K 1.45% 16
2023
Q4
$6.1M Buy
38,667
+1,000
+3% +$145K 1.39% 18
2023
Q3
$5.34M Buy
37,667
+750
+2% +$112K 1.32% 19
2023
Q2
$5.52M Buy
36,917
+3,040
+9% +$438K 1.32% 19
2023
Q1
$4.9M Buy
33,877
+992
+3% +$145K 1.19% 21
2022
Q4
$4.64M Sell
32,885
-122
-0.4% -$17.1K 1.16% 23
2022
Q3
$4.2M Sell
33,007
-600
-2% -$84.6K 1.04% 29
2022
Q2
$4.51M Buy
33,607
+270
+0.8% +$39.5K 1.05% 25
2022
Q1
$5.26M Buy
33,337
+400
+1% +$62.4K 0.97% 25
2021
Q4
$5.36M Buy
32,937
+1,866
+6% +$295K 0.95% 26
2021
Q3
$4.66M Sell
31,071
-110
-0.4% -$16.8K 0.88% 28
2021
Q2
$4.7M Buy
31,181
+140
+0.5% +$20.8K 0.88% 28
2021
Q1
$4.4M Buy
31,041
+50
+0.2% +$6.75K 0.88% 32
2020
Q4
$3.95M Sell
30,991
-660
-2% -$78.5K 0.83% 30
2020
Q3
$3.42M Sell
31,651
-514
-2% -$55.5K 0.82% 32
2020
Q2
$3.27M Sell
32,165
-4,720
-13% -$455K 0.85% 30
2020
Q1
$3.1M Buy
36,885
+600
+2% +$63.8K 0.94% 25
2019
Q4
$4.2M Buy
36,285
+289
+0.8% +$32.1K 1% 23
2019
Q3
$3.89M Sell
35,996
-848
-2% -$91K 1% 23
2019
Q2
$3.97M Sell
36,844
-900
-2% -$95.3K 1.04% 21
2019
Q1
$3.94M Sell
37,744
-1,520
-4% -$153K 1.07% 23
2018
Q4
$3.59M Sell
39,264
-1,500
-4% -$149K 1.07% 22
2018
Q3
$4.35M Buy
40,764
+2,258
+6% +$239K 1.14% 20
2018
Q2
$3.92M Sell
38,506
-200
-0.5% -$20.3K 1.08% 21
2018
Q1
$3.85M Buy
38,706
+17,172
+80% +$1.76M 1.09% 23
2017
Q4
$2.18M Sell
21,534
-22,238
-51% -$2.18M 1.2% 17
2017
Q3
$4.18M Buy
43,772
+20,622
+89% +$1.93M 1.21% 17
2017
Q2
$2.15M Buy
23,150
+550
+2% +$50.4K 1.29% 17
2017
Q1
$2.05M Buy
22,600
+261
+1% +$23.4K 1.26% 15
2016
Q4
$1.94M Sell
22,339
-20,163
-47% -$1.7M 1.22% 16
2016
Q3
$3.55M Sell
42,502
-194
-0.5% -$16.1K 1.14% 17
2016
Q2
$3.43M Sell
42,696
-1,634
-4% -$130K 1.15% 19
2016
Q1
$3.48M Buy
44,330
+27,380
+162% +$2.01M 1.17% 17
2015
Q4
$1.3M Buy
16,950
+8,750
+107% +$679K 0.44% 66
2015
Q3
$603K Buy
8,200
+50
+0.6% +$3.89K 0.44% 69
2015
Q2
$650K Buy
8,150
+50
+0.6% +$4.1K 0.43% 66
2015
Q1
$657K Buy
8,100
+1,975
+32% +$159K 0.44% 66
2014
Q4
$490K Buy
6,125
+2,675
+78% +$208K 0.38% 81
2014
Q3
$261K Hold
3,450
0.21% 115
2014
Q2
$265K Buy
+3,450
New +$256K 0.2% 110

Other funds holding RSP

Curbstone Financial Management Corp's RSP Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, selling an estimated $302K and leaving 37,991 shares worth $8.08M. The position accounts for 1.38% of the portfolio, ranked #18.

Curbstone Financial Management Corp first reported a position in RSP in Q2 2014 and has held it in 49 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Curbstone Financial Management Corp held 37,991 shares of Invesco S&P 500 Equal Weight ETF worth $8.08M as of Q2 2026.
  • Curbstone Financial Management Corp sold 1,476 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $302K.
  • Invesco S&P 500 Equal Weight ETF made up 1.38% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #18 holding.
  • Curbstone Financial Management Corp first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and has held it in 49 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.