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

Rothschild 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
2026 Q2	$12.1M	Hold	56,802	–	–	2.59%	14
2026 Q1	$10.9M	Buy	56,802 +18,879	+50%	+$3.74M	2.67%	12
2025 Q4	$7.26M	Sell	37,923 -18,456	-33%	-$3.5M	1.71%	18
2025 Q3	$10.7M	Buy	+56,379	New	+$10.5M	2.53%	15
2025 Q1	–	Sell	-19,959	Closed	-$3.5M	–	102
2024 Q4	$3.5M	Sell	19,959 -16,003	-44%	-$2.89M	0.85%	26
2024 Q3	$6.44M	Buy	35,962 +7,344	+26%	+$1.25M	1.8%	21
2024 Q2	$4.7M	Sell	28,618 -84,558	-75%	-$13.9M	1.34%	21
2024 Q1	$19.2M	Hold	113,176	–	–	5.57%	7
2023 Q4	$17.9M	Buy	+113,176	New	+$16.4M	5.63%	4

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

Rothschild Capital Partners's RSP Position: Q2 2026 in Review

Rothschild Capital Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 56,802 shares worth $12.1M. The position accounts for 2.59% of the portfolio, ranked #14.

Rothschild Capital Partners first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. The position peaked at $19.2M in Q1 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Rothschild Capital Partners held 56,802 shares of Invesco S&P 500 Equal Weight ETF worth $12.1M as of Q2 2026.
Rothschild Capital Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 2.59% of Rothschild Capital Partners's portfolio in Q2 2026, its #14 holding.
Rothschild Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 9 quarters since.
Rothschild Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $19.2M in Q1 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.