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

Sebold 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
2025 Q2	$27.1M	Sell	149,172 -2,012	-1%	-$347K	16.7%	1
2025 Q1	$26.2M	Sell	151,184 -6,645	-4%	-$1.18M	17.22%	1
2024 Q4	$27.7M	Sell	157,829 -3,508	-2%	-$634K	18.54%	1
2024 Q3	$28.9M	Sell	161,337 -3,824	-2%	-$653K	19.05%	1
2024 Q2	$27.1M	Sell	165,161 -765	-0.5%	-$126K	18.74%	1
2024 Q1	$28.1M	Buy	165,926 +1,489	+0.9%	+$239K	18.97%	1
2023 Q4	$25.9M	Buy	164,437 +1,859	+1%	+$270K	19.16%	1
2023 Q3	$23M	Sell	162,578 -3,178	-2%	-$475K	18.81%	1
2023 Q2	$24.8M	Sell	165,756 -21,926	-12%	-$3.16M	19.78%	1
2023 Q1	$27.1M	Sell	187,682 -1,101	-0.6%	-$161K	21.41%	1
2022 Q4	$26.7M	Buy	+188,783	New	+$26.4M	21.9%	1

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sebold Capital Management's RSP Position: Q2 2025 in Review

Sebold Capital Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2025, selling an estimated $347K and leaving 149,172 shares worth $27.1M. The position accounts for 16.7% of the portfolio, ranked #1.

Sebold Capital Management first reported a position in RSP in Q4 2022 and has held it in 11 quarters since. The position peaked at $28.9M in Q3 2024. 1,950 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Sebold Capital Management held 149,172 shares of Invesco S&P 500 Equal Weight ETF worth $27.1M as of Q2 2025.
Sebold Capital Management sold 2,012 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $347K.
Invesco S&P 500 Equal Weight ETF made up 16.7% of Sebold Capital Management's portfolio in Q2 2025, its #1 holding.
Sebold Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $28.9M in Q3 2024.
1,950 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.