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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
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

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Monarch Capital Management's RSP Position: Q2 2026 in Review

Monarch Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.5% in Q2 2026, buying an estimated $53.2K and bringing the position to 4,952 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #78.

Monarch Capital Management first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Monarch Capital Management held 4,952 shares of Invesco S&P 500 Equal Weight ETF worth $1.05M as of Q2 2026.
  • Monarch Capital Management bought 260 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $53.2K.
  • Invesco S&P 500 Equal Weight ETF made up 0.24% of Monarch Capital Management's portfolio in Q2 2026, its #78 holding.
  • Monarch Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • Monarch Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.08M in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.