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

Soundwatch Capital’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 Q3	$2.9M	Hold	13,819	–	–	0.32%	12
2026 Q2	$2.94M	Hold	13,819	–	–	0.33%	11
2026 Q1	$2.65M	Hold	13,819	–	–	0.33%	12
2025 Q4	$2.65M	Hold	13,819	–	–	0.41%	9
2025 Q3	$2.62M	Sell	13,819 -386	-3%	-$71.9K	0.42%	9
2025 Q2	$2.54M	Buy	14,205 +386	+3%	+$66.6K	0.43%	45
2025 Q1	$2.39M	Hold	13,819	–	–	1.09%	6
2024 Q4	$2.42M	Hold	13,819	–	–	0.26%	8
2024 Q3	$2.48M	Buy	13,819 +7,300	+112%	+$1.25M	0.39%	8
2024 Q2	$1.07M	Buy	+6,519	New	+$1.07M	5.89%	5
2024 Q1	–	Sell	-12,846	Closed	-$2.03M	–	23
2023 Q4	$2.03M	Buy	+12,846	New	+$1.87M	0.97%	6

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Soundwatch Capital's RSP Position: Q3 2026 in Review

Soundwatch Capital held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 13,819 shares worth $2.9M. The position accounts for 0.32% of the portfolio, ranked #12.

Soundwatch Capital first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q2 2026. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Soundwatch Capital held 13,819 shares of Invesco S&P 500 Equal Weight ETF worth $2.9M as of Q3 2026.
Soundwatch Capital left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Soundwatch Capital's portfolio in Q3 2026, its #12 holding.
Soundwatch Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Soundwatch Capital's Invesco S&P 500 Equal Weight ETF position peaked at $2.94M in Q2 2026.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Soundwatch Capital's 13F filing for Q3 2026, filed 4 Nov 2026.