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KCM Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KCM Investment Advisors’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 		$1.29M Buy
6,724
+618
+10% +$122K 0.04% 197
2025
Q4 		$1.17M Sell
6,106
-65
-1% -$12.3K 0.04% 204
2025
Q3 		$1.17M Sell
6,171
-110
-2% -$20.5K 0.04% 205
2025
Q2 		$1.14M Sell
6,281
-170
-3% -$29.3K 0.04% 202
2025
Q1 		$1.12M Buy
6,451
+70
+1% +$12.4K 0.04% 193
2024
Q4 		$1.12M Sell
6,381
-760
-11% -$137K 0.04% 195
2024
Q3 		$1.28M Sell
7,141
-941
-12% -$161K 0.04% 193
2024
Q2 		$1.33M Sell
8,082
-37
-0.5% -$6.09K 0.05% 191
2024
Q1 		$1.38M Buy
8,119
+637
+9% +$102K 0.05% 190
2023
Q4 		$1.18M Buy
7,482
+633
+9% +$92K 0.05% 195
2023
Q3 		$970K Hold
6,849
– – 0.04% 207
2023
Q2 		$1.02M Sell
6,849
-25
-0.4% -$3.6K 0.04% 205
2023
Q1 		$994K Buy
6,874
+381
+6% +$55.8K 0.04% 213
2022
Q4 		$917K Hold
6,493
– – 0.04% 213
2022
Q3 		$826K Buy
6,493
+100
+2% +$14.1K 0.04% 216
2022
Q2 		$858K Sell
6,393
-525
-8% -$76.8K 0.04% 216
2022
Q1 		$1.09M Buy
6,918
+510
+8% +$79.5K 0.04% 214
2021
Q4 		$1.04M Buy
6,408
+255
+4% +$40.3K 0.04% 216
2021
Q3 		$922K Hold
6,153
– – 0.04% 212
2021
Q2 		$927K Sell
6,153
-1
-0% -$149 0.04% 214
2021
Q1 		$872K Buy
6,154
+376
+7% +$50.7K 0.04% 213
2020
Q4 		$737K Hold
5,778
– – 0.04% 204
2020
Q3 		$625K Sell
5,778
-250
-4% -$27K 0.03% 201
2020
Q2 		$613K Sell
6,028
-825
-12% -$79.6K 0.03% 207
2020
Q1 		$576K Sell
6,853
-601
-8% -$63.9K 0.04% 206
2019
Q4 		$863K Buy
7,454
+1,649
+28% +$183K 0.05% 193
2019
Q3 		$627K Hold
5,805
– – 0.04% 208
2019
Q2 		$626K Sell
5,805
-1,871
-24% -$198K 0.04% 212
2019
Q1 		$802K Buy
7,676
+41
+0.5% +$4.13K 0.05% 186
2018
Q4 		$698K Sell
7,635
-7
-0.1% -$694 0.05% 264
2018
Q3 		$816K Buy
7,642
+230
+3% +$24.3K 0.05% 268
2018
Q2 		$755K Sell
7,412
-50
-0.7% -$5.07K 0.05% 276
2018
Q1 		$742K Sell
7,462
-52
-0.7% -$5.32K 0.05% 299
2017
Q4 		$759K Sell
7,514
-10
-0.1% -$982 0.04% 296
2017
Q3 		$719K Hold
7,524
– – 0.04% 303
2017
Q2 		$697K Sell
7,524
-45
-0.6% -$4.13K 0.04% 302
2017
Q1 		$687K Buy
7,569
+997
+15% +$89.5K 0.04% 309
2016
Q4 		$569K Sell
6,572
-2
-0% -$169 0.04% 333
2016
Q3 		$550K Buy
6,574
+350
+6% +$29.1K 0.04% 345
2016
Q2 		$500K Sell
6,224
-1,575
-20% -$125K 0.03% 347
2016
Q1 		$612K Sell
7,799
-275
-3% -$20.2K 0.05% 307
2015
Q4 		$619K Sell
8,074
-250
-3% -$19.4K 0.05% 309
2015
Q3 		$612K Sell
8,324
-915
-10% -$71.3K 0.05% 303
2015
Q2 		$737K Buy
9,239
+1,076
+13% +$88.2K 0.06% 289
2015
Q1 		$662K Buy
8,163
+69
+0.9% +$5.55K 0.05% 302
2014
Q4 		$648K Buy
8,094
+1,603
+25% +$125K 0.05% 299
2014
Q3 		$492K Buy
6,491
+1,431
+28% +$110K 0.05% 322
2014
Q2 		$388K Sell
5,060
-10
-0.2% -$741 0.04% 363
2014
Q1 		$370K Buy
5,070
+1,825
+56% +$130K 0.04% 340
2013
Q4 		$231K Hold
3,245
– – 0.03% 407
2013
Q3 		$212K Sell
3,245
-300
-8% -$19.3K 0.03% 409
2013
Q2 		$217K Buy
+3,545
New +$217K 0.03% 400

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

KCM Investment Advisors's RSP Position: Q1 2026 in Review

KCM Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q1 2026, buying an estimated $122K and bringing the position to 6,724 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #197.

KCM Investment Advisors first reported a position in RSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.38M in Q1 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • KCM Investment Advisors held 6,724 shares of Invesco S&P 500 Equal Weight ETF worth $1.29M as of Q1 2026.
  • KCM Investment Advisors bought 618 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $122K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of KCM Investment Advisors's portfolio in Q1 2026, its #197 holding.
  • KCM Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.38M in Q1 2024.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.