Curi RMB Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Curi RMB Capital’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	$7.5M	Buy	35,271 +196	+0.6%	+$40.1K	0.12%	194
2026 Q1	$6.73M	Buy	35,075 +13,232	+61%	+$2.62M	0.12%	187
2025 Q4	$4.18M	Buy	21,843 +608	+3%	+$115K	0.07%	238
2025 Q3	$4.03M	Buy	21,235 +644	+3%	+$120K	0.07%	238
2025 Q2	$3.74M	Buy	20,591 +8,103	+65%	+$1.4M	0.07%	243
2025 Q1	$2.16M	Sell	12,488 -689	-5%	-$123K	0.05%	265
2024 Q4	$2.31M	Buy	13,177 +5,723	+77%	+$1.03M	0.05%	257
2024 Q3	$1.34M	Sell	7,454 -2,958	-28%	-$505K	0.03%	314
2024 Q2	$1.71M	Sell	10,412 -241	-2%	-$39.6K	0.04%	278
2024 Q1	$1.8M	Buy	10,653 +7,661	+256%	+$1.23M	0.04%	282
2023 Q4	$472K	Sell	2,992 -547	-15%	-$79.5K	0.01%	392
2023 Q3	$502K	Buy	3,539 +13	+0.4%	+$1.94K	0.02%	372
2023 Q2	$528K	Sell	3,526 -971	-22%	-$140K	0.02%	366
2023 Q1	$650K	Buy	4,497 +104	+2%	+$15.2K	0.02%	332
2022 Q4	$621K	Buy	+4,393	New	+$614K	0.02%	332
2020 Q1	–	Sell	-2,721	Closed	-$315K	–	750
2019 Q4	$315K	Buy	2,721 +290	+12%	+$32.2K	0.01%	539
2019 Q3	$263K	Hold	2,431	–	–	0.01%	611
2019 Q2	$262K	Sell	2,431 -492	-17%	-$52.1K	0.01%	653
2019 Q1	$305K	Buy	2,923 +3	+0.1%	+$303	0.01%	668
2018 Q4	$267K	Sell	2,920 -298	-9%	-$29.5K	0.01%	767
2018 Q3	$344K	Sell	3,218 -598	-16%	-$63.2K	0.01%	698
2018 Q2	$389K	Buy	+3,816	New	+$387K	0.01%	670
2018 Q1	–	Sell	-2,912	Closed	-$294K	–	972
2017 Q4	$294K	Buy	+2,912	New	+$286K	0.01%	728

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

Curi RMB Capital's RSP Position: Q2 2026 in Review

Curi RMB Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.56% in Q2 2026, buying an estimated $40.1K and bringing the position to 35,271 shares worth $7.5M. The position accounts for 0.12% of the portfolio, ranked #194.

Curi RMB Capital first reported a position in RSP in Q4 2017 and has held it in 23 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Curi RMB Capital held 35,271 shares of Invesco S&P 500 Equal Weight ETF worth $7.5M as of Q2 2026.
Curi RMB Capital bought 196 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $40.1K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Curi RMB Capital's portfolio in Q2 2026, its #194 holding.
Curi RMB Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 23 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.