Sanibel Captiva Trust Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sanibel Captiva Trust Company’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	$736K	Buy	3,459 +1,395	+68%	+$285K	0.02%	286
2026 Q1	$396K	Buy	2,064 +189	+10%	+$37.5K	0.01%	346
2025 Q4	$359K	Hold	1,875	–	–	0.01%	337
2025 Q3	$356K	Hold	1,875	–	–	0.01%	337
2025 Q2	$341K	Hold	1,875	–	–	0.01%	330
2025 Q1	$325K	Hold	1,875	–	–	0.01%	322
2024 Q4	$329K	Buy	+1,875	New	+$339K	0.01%	321

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

Sanibel Captiva Trust Company's RSP Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 68% in Q2 2026, buying an estimated $285K and bringing the position to 3,459 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #286.

Sanibel Captiva Trust Company first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Sanibel Captiva Trust Company held 3,459 shares of Invesco S&P 500 Equal Weight ETF worth $736K as of Q2 2026.
Sanibel Captiva Trust Company bought 1,395 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $285K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #286 holding.
Sanibel Captiva Trust Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.