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

Raleigh 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
2026 Q2	$148K	Buy	697 +479	+220%	+$98K	0.05%	219
2026 Q1	$41.8K	Buy	+218	New	+$43.2K	0.01%	294
2025 Q4	–	Sell	-30	Closed	-$5.72K	–	609
2025 Q3	$5.72K	Buy	+30	New	+$5.59K	﹤0.01%	376
2024 Q4	–	Sell	-839	Closed	-$150K	–	1063
2024 Q3	$150K	Sell	839 -1,199	-59%	-$205K	0.06%	220
2024 Q2	$335K	Sell	2,038 -652	-24%	-$107K	0.14%	152
2024 Q1	$455K	Buy	2,690 +267	+11%	+$42.9K	0.2%	123
2023 Q4	$382K	Buy	2,423 +1,071	+79%	+$156K	0.18%	129
2023 Q3	$192K	Sell	1,352 -44	-3%	-$6.57K	0.1%	174
2023 Q2	$209K	Sell	1,396 -63	-4%	-$9.07K	0.1%	173
2023 Q1	$211K	Buy	+1,459	New	+$214K	0.1%	168
2022 Q3	–	Sell	-2,503	Closed	-$336K	–	832
2022 Q2	$336K	Sell	2,503 -61	-2%	-$8.93K	0.19%	127
2022 Q1	$404K	Sell	2,564 -1,489	-37%	-$232K	0.22%	116
2021 Q4	$660K	Buy	+4,053	New	+$640K	0.68%	46

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

Raleigh Capital Management's RSP Position: Q2 2026 in Review

Raleigh Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 220% in Q2 2026, buying an estimated $98K and bringing the position to 697 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #219.

Raleigh Capital Management first reported a position in RSP in Q4 2021 and has held it in 13 quarters since. The position peaked at $660K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Raleigh Capital Management held 697 shares of Invesco S&P 500 Equal Weight ETF worth $148K as of Q2 2026.
Raleigh Capital Management bought 479 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $98K.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Raleigh Capital Management's portfolio in Q2 2026, its #219 holding.
Raleigh Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 13 quarters since.
Raleigh Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $660K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.