Shepherd Kaplan Krochuk’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Shepherd Kaplan Krochuk’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	$1.26M	Buy	6,581 +1,541	+31%	+$305K	1.06%	27
2025 Q4	$965K	Buy	+5,040	New	+$957K	0.8%	31
2015 Q3	–	Sell	-250	Closed	-$20K	–	442
2015 Q2	$20K	Buy	+250	New	+$20.5K	﹤0.01%	431

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

Shepherd Kaplan Krochuk's RSP Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q1 2026, buying an estimated $305K and bringing the position to 6,581 shares worth $1.26M. The position accounts for 1.06% of the portfolio, ranked #27.

Shepherd Kaplan Krochuk first reported a position in RSP in Q2 2015 and has held it in 3 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Shepherd Kaplan Krochuk held 6,581 shares of Invesco S&P 500 Equal Weight ETF worth $1.26M as of Q1 2026.
Shepherd Kaplan Krochuk bought 1,541 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $305K.
Invesco S&P 500 Equal Weight ETF made up 1.06% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #27 holding.
Shepherd Kaplan Krochuk first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2015 and has held it in 3 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.