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Mountain Capital Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mountain Capital Investment Advisors’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 		$365K Sell
1,715
-24
-1% -$4.91K 0.05% 54
2026
Q1 		$351K Sell
1,739
-174
-9% -$34.5K 0.05% 54
2025
Q4 		$381K Sell
1,913
-1
-0.1% -$190 0.06% 50
2025
Q3 		$364K Buy
1,914
+31
+2% +$5.78K 0.06% 52
2025
Q2 		$346K Sell
1,883
-10
-0.5% -$1.73K 0.07% 43
2025
Q1 		$317K Buy
+1,893
New +$337K 0.07% 39
2023
Q2 		– Sell
-57,486
Closed -$8.35M – 78
2023
Q1 		$8.35M Sell
57,486
-45,235
-44% -$6.62M 3.68% 5
2022
Q4 		$15M Buy
102,721
+2,974
+3% +$416K 6.84% 3
2022
Q3 		$13.1M Buy
99,747
+7,758
+8% +$1.09M 6.86% 2
2022
Q2 		$12.7M Buy
91,989
+12,713
+16% +$1.86M 6.33% 3
2022
Q1 		$12.3M Buy
79,276
+23,398
+42% +$3.65M 5.82% 3
2021
Q4 		$9.08M Buy
55,878
+54,364
+3,591% +$8.59M 4.12% 4
2021
Q3 		$232K Sell
1,514
-48,973
-97% -$7.5M 0.12% 119
2021
Q2 		$7.57M Buy
50,487
+4,589
+10% +$683K 3.49% 4
2021
Q1 		$6.66M Buy
+45,898
New +$6.19M 3.34% 3
2019
Q4 		– Sell
-135,424
Closed -$14.6M – 50
2019
Q3 		$14.6M Sell
135,424
-165,433
-55% -$17.8M 12.94% 2
2019
Q2 		$31.8M Buy
300,857
+29,606
+11% +$3.13M 29.84% 1
2019
Q1 		$28.3M Sell
271,251
-24,371
-8% -$2.46M 30.48% 1
2018
Q4 		$27M Buy
295,622
+2,049
+0.7% +$203K 37.57% 1
2018
Q3 		$31.4M Buy
293,573
+43,994
+18% +$4.65M 30.33% 1
2018
Q2 		$25.4M Buy
249,579
+47,361
+23% +$4.8M 24.82% 1
2018
Q1 		$20.1M Sell
202,218
-44,963
-18% -$4.6M 21.82% 2
2017
Q4 		$25M Sell
247,181
-34,554
-12% -$3.39M 24.09% 1
2017
Q3 		$26.9M Sell
281,735
-13,892
-5% -$1.3M 23.9% 1
2017
Q2 		$27.4M Buy
+295,627
New +$27.1M 26.82% 1

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Mountain Capital Investment Advisors's RSP Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, selling an estimated $4.91K and leaving 1,715 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #54.

Mountain Capital Investment Advisors first reported a position in RSP in Q2 2017 and has held it in 25 quarters since. The position peaked at $31.8M in Q2 2019. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,715 shares of Invesco S&P 500 Equal Weight ETF worth $365K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 24 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.91K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Mountain Capital Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 25 quarters since.
  • Mountain Capital Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $31.8M in Q2 2019.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.