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

Proficio Capital Partners’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 Q2	–	Sell	-1,778	Closed	-$308K	–	468
2025 Q1	$308K	Buy	+1,778	New	+$316K	0.02%	288
2019 Q2	–	Sell	-2,069	Closed	-$216K	–	2059
2019 Q1	$216K	Buy	+2,069	New	+$209K	0.08%	124

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

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

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

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

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

Proficio Capital Partners's RSP Position: Q2 2025 in Review

Proficio Capital Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 1,778 shares — an estimated $308K sold.

Proficio Capital Partners first reported a position in RSP in Q1 2019 and held it in 2 quarters. The position peaked at $308K in Q1 2025. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Proficio Capital Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Proficio Capital Partners sold 1,778 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $308K.
Proficio Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 2 quarters.
Proficio Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $308K in Q1 2025.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.