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

Morton 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	$957K	Buy	4,497 +407	+10%	+$83.3K	0.13%	52
2026 Q1	$785K	Hold	4,090	–	–	0.12%	56
2025 Q4	$783K	Hold	4,090	–	–	0.12%	52
2025 Q3	$776K	Buy	4,090 +195	+5%	+$36.3K	0.13%	51
2025 Q2	$708K	Buy	3,895 +200	+5%	+$34.5K	0.13%	54
2025 Q1	$640K	Sell	3,695 -57	-2%	-$10.1K	0.12%	58
2024 Q4	$657K	Sell	3,752 -345	-8%	-$62.4K	0.12%	56
2024 Q3	$734K	Hold	4,097	–	–	0.14%	50
2024 Q2	$673K	Hold	4,097	–	–	0.16%	50
2024 Q1	$694K	Sell	4,097 -146	-3%	-$23.4K	0.19%	50
2023 Q4	$670K	Buy	4,243 +158	+4%	+$23K	0.2%	47
2023 Q3	$579K	Buy	4,085 +431	+12%	+$64.4K	0.21%	46
2023 Q2	$547K	Hold	3,654	–	–	0.19%	49
2023 Q1	$528K	Hold	3,654	–	–	0.19%	51
2022 Q4	$516K	Hold	3,654	–	–	0.2%	45
2022 Q3	$465K	Sell	3,654 -202	-5%	-$28.5K	0.21%	47
2022 Q2	$518K	Buy	3,856 +1	+0%	+$146	0.23%	45
2022 Q1	$608K	Hold	3,855	–	–	0.25%	40
2021 Q4	$627K	Buy	+3,855	New	+$609K	0.25%	43

Other funds holding RSP

TPSF

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

COPPSERS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

Morton Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $83.3K and bringing the position to 4,497 shares worth $957K. The position accounts for 0.13% of the portfolio, ranked #52.

Morton Capital Management first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 717 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Morton Capital Management held 4,497 shares of Invesco S&P 500 Equal Weight ETF worth $957K as of Q2 2026.
Morton Capital Management bought 407 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $83.3K.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Morton Capital Management's portfolio in Q2 2026, its #52 holding.
Morton Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
717 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.