McDonald Capital Investors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

McDonald Capital Investors’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	$244K	Sell	1,145 -50	-4%	-$10.2K	0.02%	20
2026 Q1	$229K	Hold	1,195	–	–	0.02%	21
2025 Q4	$229K	Hold	1,195	–	–	0.01%	21
2025 Q3	$227K	Hold	1,195	–	–	0.01%	21
2025 Q2	$217K	Hold	1,195	–	–	0.01%	20
2025 Q1	$207K	Hold	1,195	–	–	0.01%	20
2024 Q4	$209K	Hold	1,195	–	–	0.01%	21
2024 Q3	$214K	Buy	+1,195	New	+$204K	0.01%	21
2024 Q2	–	Sell	-1,195	Closed	-$202K	–	23
2024 Q1	$202K	Buy	+1,195	New	+$192K	0.01%	22
2022 Q2	–	Sell	-1,275	Closed	-$201K	–	26
2022 Q1	$201K	Hold	1,275	–	–	0.01%	20
2021 Q4	$208K	Buy	+1,275	New	+$201K	0.01%	20
2020 Q1	–	Sell	-2,050	Closed	-$237K	–	22
2019 Q4	$237K	Hold	2,050	–	–	0.02%	18
2019 Q3	$222K	Hold	2,050	–	–	0.02%	19
2019 Q2	$221K	Hold	2,050	–	–	0.02%	19
2019 Q1	$214K	Buy	+2,050	New	+$207K	0.02%	20
2018 Q4	–	Sell	-2,050	Closed	-$219K	–	22
2018 Q3	$219K	Hold	2,050	–	–	0.02%	20
2018 Q2	$209K	Hold	2,050	–	–	0.02%	22
2018 Q1	$204K	Sell	2,050 -1,800	-47%	-$184K	0.02%	21
2017 Q4	$389K	Hold	3,850	–	–	0.03%	21
2017 Q3	$368K	Hold	3,850	–	–	0.03%	20
2017 Q2	$357K	Hold	3,850	–	–	0.03%	21
2017 Q1	$350K	Hold	3,850	–	–	0.03%	19
2016 Q4	$334K	Hold	3,850	–	–	0.03%	18
2016 Q3	$322K	Hold	3,850	–	–	0.03%	19
2016 Q2	$309K	Hold	3,850	–	–	0.03%	18
2016 Q1	$302K	Hold	3,850	–	–	0.03%	18
2015 Q4	$295K	Hold	3,850	–	–	0.03%	19
2015 Q3	$283K	Hold	3,850	–	–	0.03%	24
2015 Q2	$307K	Hold	3,850	–	–	0.03%	21
2015 Q1	$312K	Hold	3,850	–	–	0.03%	20
2014 Q4	$308K	Hold	3,850	–	–	0.03%	20
2014 Q3	$292K	Hold	3,850	–	–	0.03%	19
2014 Q2	$295K	Hold	3,850	–	–	0.04%	17
2014 Q1	$281K	Hold	3,850	–	–	0.04%	17
2013 Q4	$274K	Hold	3,850	–	–	0.03%	17
2013 Q3	$251K	Hold	3,850	–	–	0.03%	18
2013 Q2	$236K	Buy	+3,850	New	+$236K	0.03%	19

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

McDonald Capital Investors's RSP Position: Q2 2026 in Review

McDonald Capital Investors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q2 2026, selling an estimated $10.2K and leaving 1,145 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #20.

McDonald Capital Investors first reported a position in RSP in Q2 2013 and has held it in 37 quarters since. The position peaked at $389K in Q4 2017. 1,172 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

McDonald Capital Investors held 1,145 shares of Invesco S&P 500 Equal Weight ETF worth $244K as of Q2 2026.
McDonald Capital Investors sold 50 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.2K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of McDonald Capital Investors's portfolio in Q2 2026, its #20 holding.
McDonald Capital Investors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 37 quarters since.
McDonald Capital Investors's Invesco S&P 500 Equal Weight ETF position peaked at $389K in Q4 2017.
1,172 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on McDonald Capital Investors's 13F filing for Q2 2026, filed 29 Jul 2026.