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

Objective Capital Management’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
2025 Q1	–	Sell	-1,249	Closed	-$219K	–	127
2024 Q4	$219K	Sell	1,249 -1,622	-56%	-$293K	0.15%	131
2024 Q3	$514K	Buy	+2,871	New	+$490K	0.3%	68
2024 Q1	$343K	Buy	2,025 +73	+4%	+$11.7K	0.23%	94
2023 Q4	$308K	Buy	1,952 +1	+0.1%	+$145	0.23%	88
2023 Q3	$276K	Buy	1,951 +325	+20%	+$48.5K	0.25%	79
2023 Q2	$243K	Hold	1,626	–	–	0.21%	83
2023 Q1	$235K	Hold	1,626	–	–	0.21%	85
2022 Q4	$230K	Hold	1,626	–	–	0.23%	82
2022 Q3	$207K	Hold	1,626	–	–	0.22%	86
2022 Q2	$218K	Buy	+1,626	New	+$238K	0.22%	88

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Objective Capital Management's RSP Position: Q1 2025 in Review

Objective Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2025, closing a stake of 1,249 shares — an estimated $219K sold.

Objective Capital Management first reported a position in RSP in Q2 2022 and held it in 10 quarters. The position peaked at $514K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Objective Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 1,249 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $219K.
Objective Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 10 quarters.
Objective Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $514K in Q3 2024.
1,940 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.