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

Monarch 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
2026 Q3	$998K	Sell	4,798 -154	-3%	-$33.3K	0.23%	80
2026 Q2	$1.05M	Buy	4,952 +260	+6%	+$53.2K	0.24%	78
2026 Q1	$900K	Sell	4,692 -970	-17%	-$192K	0.22%	75
2025 Q4	$1.08M	Buy	5,662 +1,035	+22%	+$196K	0.27%	72
2025 Q3	$878K	Buy	+4,627	New	+$862K	0.22%	76

Other funds holding RSP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Monarch Capital Management's RSP Position: Q3 2026 in Review

Monarch Capital Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q3 2026, selling an estimated $33.3K and leaving 4,798 shares worth $998K. The position accounts for 0.23% of the portfolio, ranked #80.

Monarch Capital Management first reported a position in RSP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2025. 1,568 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Monarch Capital Management held 4,798 shares of Invesco S&P 500 Equal Weight ETF worth $998K as of Q3 2026.
Monarch Capital Management sold 154 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $33.3K.
Invesco S&P 500 Equal Weight ETF made up 0.23% of Monarch Capital Management's portfolio in Q3 2026, its #80 holding.
Monarch Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 5 quarters since.
Monarch Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.08M in Q4 2025.
1,568 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.