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

North Capital’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	$791K	Buy	3,708 +818	+28%	+$177K	0.56%	25
2026 Q2	$615K	Buy	2,890 +4	+0.1%	+$819	0.46%	31
2026 Q1	$554K	Sell	2,886 -93	-3%	-$18.4K	0.47%	32
2025 Q4	$571K	Buy	2,979 +763	+34%	+$145K	0.49%	33
2025 Q3	$420K	Buy	2,216 +1	+0%	+$186	0.33%	40
2025 Q2	$403K	Sell	2,215 -183	-8%	-$31.6K	0.35%	38
2025 Q1	$415K	Buy	+2,398	New	+$426K	0.39%	36

Other funds holding RSP

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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

North Capital's RSP Position: Q3 2026 in Review

North Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q3 2026, buying an estimated $177K and bringing the position to 3,708 shares worth $791K. The position accounts for 0.56% of the portfolio, ranked #25.

North Capital first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

North Capital held 3,708 shares of Invesco S&P 500 Equal Weight ETF worth $791K as of Q3 2026.
North Capital bought 818 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $177K.
Invesco S&P 500 Equal Weight ETF made up 0.56% of North Capital's portfolio in Q3 2026, its #25 holding.
North Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
1,033 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.