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

Oarsman 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	$38.2M	Buy	179,477 +11,669	+7%	+$2.39M	4.04%	6
2026 Q1	$32.2M	Sell	167,808 -59,915	-26%	-$11.9M	4%	6
2025 Q4	$43.6M	Buy	227,723 +27,806	+14%	+$5.28M	5.66%	5
2025 Q3	$37.9M	Buy	199,917 +14,839	+8%	+$2.77M	5.32%	5
2025 Q2	$33.6M	Buy	185,078 +40,030	+28%	+$6.91M	5.27%	6
2025 Q1	$25.1M	Buy	145,048 +12,482	+9%	+$2.22M	4.51%	6
2024 Q4	$23.2M	Buy	132,566 +27,689	+26%	+$5.01M	4.05%	6
2024 Q3	$18.8M	Buy	104,877 +74,644	+247%	+$12.8M	3.46%	7
2024 Q2	$4.97M	Buy	30,233 +8,241	+37%	+$1.36M	1.09%	21
2024 Q1	$3.72M	Buy	21,992 +19,201	+688%	+$3.08M	0.89%	27
2023 Q4	$440K	Buy	2,791 +492	+21%	+$71.5K	0.12%	134
2023 Q3	$326K	Sell	2,299 -8,697	-79%	-$1.3M	0.14%	130
2023 Q2	$1.65M	Sell	10,996 -16,009	-59%	-$2.31M	0.72%	40
2023 Q1	$3.91M	Sell	27,005 -9,406	-26%	-$1.38M	1.83%	12
2022 Q4	$5.14M	Buy	36,411 +1,129	+3%	+$158K	2.63%	8
2022 Q3	$4.49M	Buy	35,282 +26,107	+285%	+$3.68M	2.41%	9
2022 Q2	$1.23M	Buy	9,175 +6,802	+287%	+$995K	0.61%	47
2022 Q1	$374K	Buy	+2,373	New	+$370K	0.15%	139

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

Oarsman Capital's RSP Position: Q2 2026 in Review

Oarsman Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7% in Q2 2026, buying an estimated $2.39M and bringing the position to 179,477 shares worth $38.2M. The position accounts for 4.04% of the portfolio, ranked #6.

Oarsman Capital first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. The position peaked at $43.6M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Oarsman Capital held 179,477 shares of Invesco S&P 500 Equal Weight ETF worth $38.2M as of Q2 2026.
Oarsman Capital bought 11,669 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.39M.
Invesco S&P 500 Equal Weight ETF made up 4.04% of Oarsman Capital's portfolio in Q2 2026, its #6 holding.
Oarsman Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
Oarsman Capital's Invesco S&P 500 Equal Weight ETF position peaked at $43.6M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.