McCarter Private Wealth Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

McCarter Private Wealth Services’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 Q3	$1.85M	Buy	8,897 +744	+9%	+$161K	0.63%	49
2026 Q2	$1.73M	Sell	8,153 -162	-2%	-$33.2K	0.6%	50
2026 Q1	$1.6M	Sell	8,315 -1,409	-14%	-$279K	0.69%	44
2025 Q4	$1.86M	Buy	9,724 +3,315	+52%	+$629K	0.84%	35
2025 Q3	$1.22M	Buy	6,409 +900	+16%	+$168K	0.62%	41
2025 Q2	$1M	Buy	5,509 +1,386	+34%	+$239K	0.57%	39
2025 Q1	$714K	Sell	4,123 -568	-12%	-$101K	0.47%	46
2024 Q4	$822K	Buy	4,691 +285	+6%	+$51.5K	0.52%	41
2024 Q3	$789K	Buy	+4,406	New	+$753K	0.5%	42

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

McCarter Private Wealth Services's RSP Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.1% in Q3 2026, buying an estimated $161K and bringing the position to 8,897 shares worth $1.85M. The position accounts for 0.63% of the portfolio, ranked #49.

McCarter Private Wealth Services first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2025. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

McCarter Private Wealth Services held 8,897 shares of Invesco S&P 500 Equal Weight ETF worth $1.85M as of Q3 2026.
McCarter Private Wealth Services bought 744 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $161K.
Invesco S&P 500 Equal Weight ETF made up 0.63% of McCarter Private Wealth Services's portfolio in Q3 2026, its #49 holding.
McCarter Private Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.86M in Q4 2025.
806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.