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

Towercrest 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
2026 Q1	$1.34M	Hold	6,989	–	–	0.21%	47
2025 Q4	$1.34M	Hold	6,989	–	–	0.21%	49
2025 Q3	$1.33M	Hold	6,989	–	–	0.21%	50
2025 Q2	$1.27M	Hold	6,989	–	–	0.23%	43
2025 Q1	$1.21M	Sell	6,989 -60	-0.9%	-$10.7K	0.23%	43
2024 Q4	$1.24M	Hold	7,049	–	–	0.2%	48
2024 Q3	$1.26M	Hold	7,049	–	–	0.2%	48
2024 Q2	$1.16M	Hold	7,049	–	–	0.19%	48
2024 Q1	$1.19M	Hold	7,049	–	–	0.2%	49
2023 Q4	$1.11M	Hold	7,049	–	–	0.2%	48
2023 Q3	$999K	Sell	7,049 -616	-8%	-$92K	0.19%	50
2023 Q2	$1.15M	Hold	7,665	–	–	0.21%	49
2023 Q1	$1.11M	Hold	7,665	–	–	0.23%	48
2022 Q4	$1.08M	Hold	7,665	–	–	0.24%	48
2022 Q3	$976K	Hold	7,665	–	–	0.23%	48
2022 Q2	$1.03M	Hold	7,665	–	–	0.23%	47
2022 Q1	$1.21M	Hold	7,665	–	–	0.24%	47
2021 Q4	$1.25M	Hold	7,665	–	–	0.23%	46
2021 Q3	$1.15M	Buy	+7,665	New	+$1.17M	0.22%	47

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

Towercrest Capital Management's RSP Position: Q1 2026 in Review

Towercrest Capital Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 6,989 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #47.

Towercrest Capital Management first reported a position in RSP in Q3 2021 and has held it in 19 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Towercrest Capital Management held 6,989 shares of Invesco S&P 500 Equal Weight ETF worth $1.34M as of Q1 2026.
Towercrest Capital Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.21% of Towercrest Capital Management's portfolio in Q1 2026, its #47 holding.
Towercrest Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 19 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.