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 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 $1.66T 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

Ground Swell Capital's RSP Position: Q1 2026 in Review

Ground Swell Capital opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 1,776 shares worth $341K. The stake represents 0.67% of the portfolio and ranks #31 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in RSP as recently as Q3 2025.

Ground Swell Capital first reported a position in RSP in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.82M in Q3 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Ground Swell Capital held 1,776 shares of Invesco S&P 500 Equal Weight ETF worth $341K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Ground Swell Capital position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.67% of Ground Swell Capital's portfolio in Q1 2026, its #31 holding.
Ground Swell Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 3 quarters since.
Ground Swell Capital's Invesco S&P 500 Equal Weight ETF position peaked at $1.82M in Q3 2025.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.