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

Legacy Capital Group California’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	$1.7M	Buy	+7,978	New	+$1.63M	0.51%	42
2025 Q2	–	Sell	-3,098	Closed	-$537K	–	348
2025 Q1	$537K	Buy	+3,098	New	+$551K	0.19%	156
2024 Q4	–	Sell	-11,157	Closed	-$2M	–	354
2024 Q3	$2M	Sell	11,157 -9,826	-47%	-$1.68M	0.66%	26
2024 Q2	$3.45M	Sell	20,983 -167	-0.8%	-$27.5K	1.24%	9
2024 Q1	$3.58M	Sell	21,150 -1,253	-6%	-$201K	1.32%	9
2023 Q4	$3.54M	Buy	22,403 +9,308	+71%	+$1.35M	1.37%	11
2023 Q3	$1.86M	Sell	13,095 -397	-3%	-$59.3K	0.8%	20
2023 Q2	$2.02M	Sell	13,492 -1,084	-7%	-$156K	0.83%	17
2023 Q1	$2.11M	Buy	+14,576	New	+$2.13M	1.03%	14

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

Legacy Capital Group California's RSP Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 7,978 shares worth $1.7M. The stake represents 0.51% of the portfolio and ranks #42 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in RSP as recently as Q1 2025.

Legacy Capital Group California first reported a position in RSP in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.58M in Q1 2024. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Legacy Capital Group California held 7,978 shares of Invesco S&P 500 Equal Weight ETF worth $1.7M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Legacy Capital Group California position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.51% of Legacy Capital Group California's portfolio in Q2 2026, its #42 holding.
Legacy Capital Group California first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 9 quarters since.
Legacy Capital Group California's Invesco S&P 500 Equal Weight ETF position peaked at $3.58M in Q1 2024.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.