Joseph Group Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Joseph Group Capital 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
2026 Q1	–	Sell	-165	Closed	-$31.6K	–	384
2025 Q4	$31.6K	Hold	165	–	–	0.01%	104
2025 Q3	$31.3K	Hold	165	–	–	0.01%	83
2025 Q2	$30K	Sell	165 -2	-1%	-$345	0.01%	81
2025 Q1	$28.9K	Hold	167	–	–	0.01%	81
2024 Q4	$29.3K	Buy	+167	New	+$30.2K	0.01%	78
2024 Q2	–	Sell	-114,092	Closed	-$19.3M	–	81
2024 Q1	$19.3M	Buy	114,092 +4,704	+4%	+$755K	9.68%	2
2023 Q4	$17.3M	Buy	+109,388	New	+$15.9M	10.02%	2

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPSF

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

Joseph Group Capital Management's RSP Position: Q1 2026 in Review

Joseph Group Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 165 shares — an estimated $31.6K sold.

Joseph Group Capital Management first reported a position in RSP in Q4 2023 and held it in 7 quarters. The position peaked at $19.3M in Q1 2024. 2,226 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Joseph Group Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Joseph Group Capital Management sold 165 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $31.6K.
Joseph Group Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 7 quarters.
Joseph Group Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $19.3M in Q1 2024.
2,226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.