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

Kavar Capital Partners Group’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	$10.4M	Sell	49,105 -665	-1%	-$136K	1.29%	20
2026 Q1	$9.55M	Sell	49,770 -2,076	-4%	-$411K	1.2%	25
2025 Q4	$9.93M	Sell	51,846 -1,404	-3%	-$267K	1.37%	18
2025 Q3	$10.1M	Sell	53,250 -3,377	-6%	-$629K	1.35%	20
2025 Q2	$10.3M	Sell	56,627 -797	-1%	-$138K	1.48%	16
2025 Q1	$9.95M	Sell	57,424 -409	-0.7%	-$72.7K	1.66%	14
2024 Q4	$10.1M	Sell	57,833 -183	-0.3%	-$33.1K	1.71%	13
2024 Q3	$10.4M	Sell	58,016 -268	-0.5%	-$45.8K	1.64%	15
2024 Q2	$9.57M	Sell	58,284 -2,850	-5%	-$469K	1.73%	13
2024 Q1	$10.4M	Sell	61,134 -70,680	-54%	-$11.3M	1.91%	12
2023 Q4	$20.8M	Buy	131,814 +57,203	+77%	+$8.31M	2.32%	8
2023 Q3	$10.6M	Sell	74,611 -230	-0.3%	-$34.4K	2.29%	10
2023 Q2	$11.2M	Sell	74,841 -911	-1%	-$131K	2.39%	9
2023 Q1	$11M	Sell	75,752 -1,142	-1%	-$167K	2.36%	9
2022 Q4	$10.9M	Buy	76,894 +123	+0.2%	+$17.2K	2.5%	8
2022 Q3	$9.77M	Sell	76,771 -710	-0.9%	-$100K	2.49%	8
2022 Q2	$10.4M	Sell	77,481 -1,907	-2%	-$279K	2.41%	9
2022 Q1	$12.5M	Sell	79,388 -750	-0.9%	-$117K	2.71%	8
2021 Q4	$13M	Sell	80,138 -473	-0.6%	-$74.7K	2.71%	8
2021 Q3	$12.1M	Sell	80,611 -584	-0.7%	-$89.4K	2.75%	8
2021 Q2	$12.2M	Sell	81,195 -1,245	-2%	-$185K	2.95%	7
2021 Q1	$11.7M	Sell	82,440 -714	-0.9%	-$96.3K	3.15%	5
2020 Q4	$10.6M	Sell	83,154 -601	-0.7%	-$71.5K	3.05%	6
2020 Q3	$9.05M	Sell	83,755 -1,553	-2%	-$168K	3.05%	5
2020 Q2	$8.68M	Sell	85,308 -1,059	-1%	-$102K	3.33%	4
2020 Q1	$7.26M	Sell	86,367 -5,537	-6%	-$588K	3.48%	3
2019 Q4	$10.6M	Sell	91,904 -536	-0.6%	-$59.5K	3.94%	3
2019 Q3	$9.99M	Sell	92,440 -807	-0.9%	-$86.6K	3.9%	2
2019 Q2	$10.1M	Buy	93,247 +813	+0.9%	+$86.1K	3.95%	1
2019 Q1	$9.65M	Sell	92,434 -108	-0.1%	-$10.9K	4.31%	1
2018 Q4	$8.46M	Buy	92,542 +433	+0.5%	+$42.9K	4.56%	1
2018 Q3	$9.84M	Buy	92,109 +2,256	+3%	+$238K	4.87%	1
2018 Q2	$9.15M	Buy	+89,853	New	+$9.11M	4.6%	1

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

Kavar Capital Partners Group's RSP Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, selling an estimated $136K and leaving 49,105 shares worth $10.4M. The position accounts for 1.29% of the portfolio, ranked #20.

Kavar Capital Partners Group first reported a position in RSP in Q2 2018 and has held it in 33 quarters since. The position peaked at $20.8M in Q4 2023. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Kavar Capital Partners Group held 49,105 shares of Invesco S&P 500 Equal Weight ETF worth $10.4M as of Q2 2026.
Kavar Capital Partners Group sold 665 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $136K.
Invesco S&P 500 Equal Weight ETF made up 1.29% of Kavar Capital Partners Group's portfolio in Q2 2026, its #20 holding.
Kavar Capital Partners Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 33 quarters since.
Kavar Capital Partners Group's Invesco S&P 500 Equal Weight ETF position peaked at $20.8M in Q4 2023.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.