Steel Grove Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Steel Grove Capital Advisors’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 Q2	$6.03M	Buy	28,339 +234	+0.8%	+$47.9K	0.56%	18
2026 Q1	$5.39M	Buy	28,105 +4,109	+17%	+$814K	0.57%	20
2025 Q4	$4.6M	Buy	23,996 +2,210	+10%	+$420K	0.48%	22
2025 Q3	$3.96M	Hold	21,786	–	–	0.47%	23
2025 Q2	$3.96M	Buy	21,786 +1,563	+8%	+$270K	0.47%	24
2025 Q1	$3.5M	Buy	20,223 +1,549	+8%	+$275K	0.53%	19
2024 Q4	$3.27M	Buy	18,674 +5,410	+41%	+$978K	0.45%	24
2024 Q3	$2.37M	Buy	13,264 +1,127	+9%	+$193K	0.33%	28
2024 Q2	$1.99M	Sell	12,137 -8,813	-42%	-$1.45M	0.28%	36
2024 Q1	$3.55M	Buy	20,950 +9,401	+81%	+$1.51M	0.47%	23
2023 Q4	$1.82M	Sell	11,549 -2,176	-16%	-$316K	0.25%	54
2023 Q3	$1.94M	Buy	13,725 +12,318	+875%	+$1.84M	0.26%	53
2023 Q2	$211K	Buy	+1,407	New	+$203K	0.03%	176

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Steel Grove Capital Advisors's RSP Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.83% in Q2 2026, buying an estimated $47.9K and bringing the position to 28,339 shares worth $6.03M. The position accounts for 0.56% of the portfolio, ranked #18.

Steel Grove Capital Advisors first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Steel Grove Capital Advisors held 28,339 shares of Invesco S&P 500 Equal Weight ETF worth $6.03M as of Q2 2026.
Steel Grove Capital Advisors bought 234 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $47.9K.
Invesco S&P 500 Equal Weight ETF made up 0.56% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #18 holding.
Steel Grove Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.