MCM
RSP icon

Mendel Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mendel Capital Management’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
2025
Q3 		$413K Hold
2,179
– – 0.22% 72
2025
Q2 		$396K Hold
2,179
– – 0.23% 72
2025
Q1 		$377K Buy
+2,179
New +$387K 0.23% 72

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mendel Capital Management's RSP Position: Q3 2025 in Review

Mendel Capital Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2025 at 2,179 shares worth $413K. The position accounts for 0.22% of the portfolio, ranked #72.

Mendel Capital Management first reported a position in RSP in Q1 2025 and has held it in 3 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Mendel Capital Management held 2,179 shares of Invesco S&P 500 Equal Weight ETF worth $413K as of Q3 2025.
  • Mendel Capital Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 Equal Weight ETF made up 0.22% of Mendel Capital Management's portfolio in Q3 2025, its #72 holding.
  • Mendel Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Mendel Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.