Triumph Capital Management
RSP icon

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
Q3 		$129K Sell
618
-111
-15% -$24K 0.02% 445
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triumph Capital Management's RSP Position: Q3 2026 in Review

Triumph Capital Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q3 2026, selling an estimated $24K and leaving 618 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #445.

Triumph Capital Management first reported a position in RSP in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.45M in Q1 2022. 1,342 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Triumph Capital Management held 618 shares of Invesco S&P 500 Equal Weight ETF worth $129K as of Q3 2026.
  • Triumph Capital Management sold 111 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $24K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #445 holding.
  • Triumph Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 16 quarters since.
  • Triumph Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $3.45M in Q1 2022.
  • 1,342 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.