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

Legacy Capital Wealth Partners’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	$3.91M	Buy	+20,347	New	+$4.03M	0.8%	19
2025 Q4	–	Sell	-1,138	Closed	-$216K	–	397
2025 Q3	$216K	Sell	1,138 -13,941	-92%	-$2.6M	0.05%	355
2025 Q2	$2.74M	Buy	+15,079	New	+$2.6M	0.62%	25
2025 Q1	–	Sell	-1,475	Closed	-$258K	–	369
2024 Q4	$258K	Sell	1,475 -26,207	-95%	-$4.74M	0.06%	295
2024 Q3	$4.96M	Buy	27,682 +19,895	+255%	+$3.4M	0.99%	18
2024 Q2	$1.28M	Buy	+7,787	New	+$1.28M	0.33%	60
2024 Q1	–	Sell	-8,241	Closed	-$1.3M	–	289
2023 Q4	$1.3M	Buy	8,241 +2,209	+37%	+$321K	0.37%	61
2023 Q3	$855K	Buy	+6,032	New	+$901K	0.23%	87
2023 Q2	–	Sell	-6,500	Closed	-$940K	–	192
2023 Q1	$940K	Buy	+6,500	New	+$952K	0.26%	84

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 $2.7B AUM 6.73% 1-Year Est. Return

Legacy Capital Wealth Partners's RSP Position: Q1 2026 in Review

Legacy Capital Wealth Partners opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 20,347 shares worth $3.91M. The stake represents 0.8% of the portfolio and ranks #19 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in RSP as recently as Q3 2025.

Legacy Capital Wealth Partners first reported a position in RSP in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.96M in Q3 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Legacy Capital Wealth Partners held 20,347 shares of Invesco S&P 500 Equal Weight ETF worth $3.91M as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Legacy Capital Wealth Partners position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.8% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #19 holding.
Legacy Capital Wealth Partners 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 Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $4.96M in Q3 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.