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

Triumph 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 Q2	$155K	Buy	729 +93	+15%	+$19K	0.03%	405
2026 Q1	$122K	Sell	636 -47	-7%	-$9.31K	0.02%	420
2025 Q4	$131K	Buy	+683	New	+$130K	0.03%	377
2024 Q2	–	Sell	-4,966	Closed	-$836K	–	268
2024 Q1	$836K	Sell	4,966 -3,679	-43%	-$591K	0.34%	70
2023 Q4	$1.36M	Sell	8,645 -2,796	-24%	-$406K	0.58%	39
2023 Q3	$1.62M	Buy	11,441 +9,372	+453%	+$1.4M	0.74%	29
2023 Q2	$310K	Sell	2,069 -283	-12%	-$40.8K	0.14%	143
2023 Q1	$340K	Sell	2,352 -485	-17%	-$71K	0.17%	124
2022 Q4	$401K	Sell	2,837 -13,407	-83%	-$1.87M	0.21%	110
2022 Q3	$2.07M	Buy	16,244 +303	+2%	+$42.7K	1.13%	24
2022 Q2	$2.14M	Sell	15,941 -5,937	-27%	-$869K	1.13%	19
2022 Q1	$3.45M	Buy	21,878 +8,542	+64%	+$1.33M	1.49%	14
2021 Q4	$2.17M	Buy	13,336 +1,258	+10%	+$199K	0.94%	27
2021 Q3	$1.81M	Buy	12,078 +240	+2%	+$36.7K	0.85%	30
2021 Q2	$1.79M	Buy	+11,838	New	+$1.76M	1.04%	20

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Triumph Capital Management's RSP Position: Q2 2026 in Review

Triumph Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, buying an estimated $19K and bringing the position to 729 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #405.

Triumph Capital Management first reported a position in RSP in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.45M in Q1 2022. 863 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Triumph Capital Management held 729 shares of Invesco S&P 500 Equal Weight ETF worth $155K as of Q2 2026.
Triumph Capital Management bought 93 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #405 holding.
Triumph Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 15 quarters since.
Triumph Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $3.45M in Q1 2022.
863 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.