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

RMR 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	$5.34M	Buy	25,080 +631	+3%	+$129K	3.67%	4
2026 Q1	$4.69M	Buy	24,449 +1,320	+6%	+$262K	3.39%	4
2025 Q4	$4.43M	Sell	23,129 -202	-0.9%	-$38.3K	3.19%	4
2025 Q3	$4.43M	Buy	23,331 +310	+1%	+$57.8K	3.09%	5
2025 Q2	$4.18M	Sell	23,021 -867	-4%	-$150K	2.99%	4
2025 Q1	$4.14M	Buy	23,888 +286	+1%	+$50.9K	2.94%	5
2024 Q4	$4.14M	Sell	23,602 -187	-0.8%	-$33.8K	3.05%	5
2024 Q3	$4.26M	Buy	23,789 +223	+0.9%	+$38.1K	3.5%	4
2024 Q2	$3.87M	Sell	23,566 -308	-1%	-$50.7K	3.53%	3
2024 Q1	$4.04M	Sell	23,874 -279	-1%	-$44.8K	3.7%	3
2023 Q4	$3.81M	Buy	+24,153	New	+$3.51M	4.34%	2

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

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

RMR Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q2 2026, buying an estimated $129K and bringing the position to 25,080 shares worth $5.34M. The position accounts for 3.67% of the portfolio, ranked #4.

RMR Capital Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

RMR Capital Management held 25,080 shares of Invesco S&P 500 Equal Weight ETF worth $5.34M as of Q2 2026.
RMR Capital Management bought 631 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $129K.
Invesco S&P 500 Equal Weight ETF made up 3.67% of RMR Capital Management's portfolio in Q2 2026, its #4 holding.
RMR Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.