Ground Swell Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ground Swell 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	–	Sell	-1,776	Closed	-$341K	–	213
2026 Q1	$341K	Buy	+1,776	New	+$352K	0.67%	31
2025 Q4	–	Sell	-9,577	Closed	-$1.82M	–	162
2025 Q3	$1.82M	Buy	+9,577	New	+$1.78M	3.97%	1
2023 Q4	–	Sell	-1,733	Closed	-$246K	–	108
2023 Q3	$246K	Buy	+1,733	New	+$259K	0.4%	35

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

Ground Swell Capital's RSP Position: Q2 2026 in Review

Ground Swell Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 1,776 shares — an estimated $341K sold.

Ground Swell Capital first reported a position in RSP in Q3 2023 and held it in 3 quarters. The position peaked at $1.82M in Q3 2025. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Ground Swell Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 1,776 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $341K.
Ground Swell Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and held it in 3 quarters.
Ground Swell Capital's Invesco S&P 500 Equal Weight ETF position peaked at $1.82M in Q3 2025.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.