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 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 $1.66T 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Rothschild Capital Partners's RSP Position: Q1 2026 in Review

Rothschild Capital Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 50% in Q1 2026, buying an estimated $3.74M and bringing the position to 56,802 shares worth $10.9M. The position accounts for 2.67% of the portfolio, ranked #12.

Rothschild Capital Partners first reported a position in RSP in Q4 2023 and has held it in 8 quarters since. The position peaked at $19.2M in Q1 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Rothschild Capital Partners held 56,802 shares of Invesco S&P 500 Equal Weight ETF worth $10.9M as of Q1 2026.
Rothschild Capital Partners bought 18,879 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.74M.
Invesco S&P 500 Equal Weight ETF made up 2.67% of Rothschild Capital Partners's portfolio in Q1 2026, its #12 holding.
Rothschild Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 8 quarters since.
Rothschild Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $19.2M in Q1 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.