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 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 $1.66T 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 $2.7B AUM 6.73% 1-Year Est. Return

Soundwatch Capital's RSP Position: Q1 2026 in Review

Soundwatch Capital held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 13,819 shares worth $2.65M. The position accounts for 0.33% of the portfolio, ranked #12.

Soundwatch Capital first reported a position in RSP in Q4 2023 and has held it in 9 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Soundwatch Capital held 13,819 shares of Invesco S&P 500 Equal Weight ETF worth $2.65M as of Q1 2026.
Soundwatch Capital left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.33% of Soundwatch Capital's portfolio in Q1 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 9 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.