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

MSH Capital 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 Q1	$398K	Buy	2,073 +243	+13%	+$48.2K	0.08%	200
2025 Q4	$351K	Buy	1,830 +14	+0.8%	+$2.66K	0.07%	212
2025 Q3	$344K	Sell	1,816 -905	-33%	-$169K	0.09%	192
2025 Q2	$495K	Buy	2,721 +165	+6%	+$28.5K	0.14%	163
2025 Q1	$443K	Sell	2,556 -271	-10%	-$48.2K	0.14%	160
2024 Q4	$495K	Sell	2,827 -511	-15%	-$92.4K	0.16%	153
2024 Q3	$598K	Sell	3,338 -705	-17%	-$120K	0.18%	128
2024 Q2	$664K	Sell	4,043 -1,177	-23%	-$194K	0.22%	109
2024 Q1	$884K	Sell	5,220 -44	-0.8%	-$7.07K	0.31%	89
2023 Q4	$831K	Buy	+5,264	New	+$765K	0.31%	92

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

MSH Capital Advisors's RSP Position: Q1 2026 in Review

MSH Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q1 2026, buying an estimated $48.2K and bringing the position to 2,073 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #200.

MSH Capital Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $884K in Q1 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

MSH Capital Advisors held 2,073 shares of Invesco S&P 500 Equal Weight ETF worth $398K as of Q1 2026.
MSH Capital Advisors bought 243 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $48.2K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of MSH Capital Advisors's portfolio in Q1 2026, its #200 holding.
MSH Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
MSH Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $884K in Q1 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.