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

NovaPoint 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 Q2	$2.09M	Sell	9,834 -1,307	-12%	-$267K	0.44%	61
2026 Q1	$2.14M	Buy	11,141 +19	+0.2%	+$3.77K	0.54%	56
2025 Q4	$2.13M	Sell	11,122 -781	-7%	-$148K	0.55%	57
2025 Q3	$2.26M	Sell	11,903 -4,957	-29%	-$924K	0.55%	56
2025 Q2	$3.06M	Buy	16,860 +17	+0.1%	+$2.93K	0.94%	46
2025 Q1	$2.92M	Sell	16,843 -1,986	-11%	-$353K	0.9%	46
2024 Q4	$3.3M	Sell	18,829 -129	-0.7%	-$23.3K	1.01%	40
2024 Q3	$3.4M	Sell	18,958 -9,086	-32%	-$1.55M	1.05%	39
2024 Q2	$4.61M	Sell	28,044 -10,917	-28%	-$1.8M	1.56%	15
2024 Q1	$6.6M	Buy	38,961 +11,638	+43%	+$1.87M	2.31%	8
2023 Q4	$4.31M	Buy	27,323 +18,846	+222%	+$2.74M	1.6%	14
2023 Q3	$1.2M	Buy	+8,477	New	+$1.27M	0.48%	57

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NovaPoint Capital's RSP Position: Q2 2026 in Review

NovaPoint Capital reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q2 2026, selling an estimated $267K and leaving 9,834 shares worth $2.09M. The position accounts for 0.44% of the portfolio, ranked #61.

NovaPoint Capital first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.6M in Q1 2024. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

NovaPoint Capital held 9,834 shares of Invesco S&P 500 Equal Weight ETF worth $2.09M as of Q2 2026.
NovaPoint Capital sold 1,307 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $267K.
Invesco S&P 500 Equal Weight ETF made up 0.44% of NovaPoint Capital's portfolio in Q2 2026, its #61 holding.
NovaPoint Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
NovaPoint Capital's Invesco S&P 500 Equal Weight ETF position peaked at $6.6M in Q1 2024.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.