Fulcrum Equity Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fulcrum Equity 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 Q2	–	Sell	-27,302	Closed	-$4.73M	–	122
2025 Q1	$4.73M	Buy	27,302 +26,067	+2,111%	+$4.64M	5.17%	3
2024 Q4	$216K	Sell	1,235 -7,668	-86%	-$1.39M	0.21%	104
2024 Q3	$1.6M	Buy	8,903 +7,567	+566%	+$1.29M	1.35%	10
2024 Q2	$220K	Buy	1,336 +1	+0.1%	+$164	0.2%	124
2024 Q1	$226K	Sell	1,335 -124	-8%	-$19.9K	0.27%	105
2023 Q4	$230K	Sell	1,459 -335	-19%	-$48.7K	0.28%	87
2023 Q3	$254K	Sell	1,794 -87	-5%	-$13K	0.3%	85
2023 Q2	$281K	Sell	1,881 -2,296	-55%	-$331K	0.33%	78
2023 Q1	$604K	Buy	+4,177	New	+$612K	0.57%	50
2019 Q4	–	Sell	-62	Closed	-$7K	–	197
2019 Q3	$7K	Buy	+62	New	+$6.65K	﹤0.01%	142

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fulcrum Equity Management's RSP Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 27,302 shares — an estimated $4.73M sold.

Fulcrum Equity Management first reported a position in RSP in Q3 2019 and held it in 10 quarters. The position peaked at $4.73M in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 27,302 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $4.73M.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and held it in 10 quarters.
Fulcrum Equity Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.73M in Q1 2025.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.