Greenwood Capital Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Greenwood Capital Associates’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 Q1	$829K	Buy	+4,318	New	+$856K	0.09%	163
2023 Q4	–	Sell	-4,886	Closed	-$692K	–	267
2023 Q3	$692K	Buy	4,886 +2,320	+90%	+$347K	0.1%	163
2023 Q2	$384K	Buy	+2,566	New	+$370K	0.05%	201
2022 Q2	–	Sell	-2,929	Closed	-$462K	–	222
2022 Q1	$462K	Buy	+2,929	New	+$457K	0.12%	121
2021 Q2	–	Sell	-12,923	Closed	-$1.83M	–	228
2021 Q1	$1.83M	Sell	12,923 -1,803	-12%	-$243K	0.29%	75
2020 Q4	$1.88M	Buy	+14,726	New	+$1.75M	0.32%	71
2020 Q3	–	Sell	-37,790	Closed	-$3.85M	–	203
2020 Q2	$3.85M	Buy	+37,790	New	+$3.64M	0.88%	45

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPSF

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

Greenwood Capital Associates's RSP Position: Q1 2026 in Review

Greenwood Capital Associates opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 4,318 shares worth $829K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Greenwood Capital Associates previously reported a position in RSP as recently as Q3 2023.

Greenwood Capital Associates first reported a position in RSP in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.85M in Q2 2020. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Greenwood Capital Associates held 4,318 shares of Invesco S&P 500 Equal Weight ETF worth $829K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Greenwood Capital Associates position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Greenwood Capital Associates's portfolio in Q1 2026, its #163 holding.
Greenwood Capital Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 7 quarters since.
Greenwood Capital Associates's Invesco S&P 500 Equal Weight ETF position peaked at $3.85M in Q2 2020.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.