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 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 $1.66T 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 $2.26B AUM 7.02% 1-Year Est. Return

Sanibel Captiva Trust Company's RSP Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q1 2026, buying an estimated $37.5K and bringing the position to 2,064 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #346.

Sanibel Captiva Trust Company first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Sanibel Captiva Trust Company held 2,064 shares of Invesco S&P 500 Equal Weight ETF worth $396K as of Q1 2026.
Sanibel Captiva Trust Company bought 189 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $37.5K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #346 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 6 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.