U.S. Capital Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

U.S. Capital Wealth 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 Q1	$5.77M	Buy	30,085 +638	+2%	+$126K	0.15%	166
2025 Q4	$5.64M	Buy	29,447 +330	+1%	+$62.6K	0.15%	173
2025 Q3	$5.52M	Sell	29,117 -2,054	-7%	-$383K	0.15%	164
2025 Q2	$5.67M	Buy	31,171 +3,901	+14%	+$673K	0.17%	145
2025 Q1	$4.72M	Sell	27,270 -664	-2%	-$118K	0.14%	162
2024 Q4	$4.89M	Buy	27,934 +447	+2%	+$80.8K	0.15%	154
2024 Q3	$4.92M	Sell	27,487 -11,787	-30%	-$2.01M	0.17%	131
2024 Q2	$6.45M	Buy	39,274 +426	+1%	+$70.1K	0.24%	99
2024 Q1	$6.58M	Buy	38,848 +5,369	+16%	+$862K	0.25%	92
2023 Q4	$5.28M	Sell	33,479 -4,283	-11%	-$622K	0.21%	112
2023 Q3	$5.35M	Sell	37,762 -12,168	-24%	-$1.82M	0.24%	93
2023 Q2	$7.47M	Sell	49,930 -3,739	-7%	-$539K	0.35%	70
2023 Q1	$7.76M	Buy	53,669 +10,843	+25%	+$1.59M	0.36%	64
2022 Q4	$6.05M	Buy	42,826 +11,750	+38%	+$1.64M	0.28%	81
2022 Q3	$3.96M	Sell	31,076 -3,228	-9%	-$455K	0.2%	112
2022 Q2	$4.61M	Buy	34,304 +922	+3%	+$135K	0.2%	103
2022 Q1	$5.26M	Buy	33,382 +1,975	+6%	+$308K	0.19%	111
2021 Q4	$5.11M	Buy	31,407 +10,249	+48%	+$1.62M	0.2%	109
2021 Q3	$3.17M	Buy	+21,158	New	+$3.24M	0.14%	174

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

U.S. Capital Wealth Advisors's RSP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q1 2026, buying an estimated $126K and bringing the position to 30,085 shares worth $5.77M. The position accounts for 0.15% of the portfolio, ranked #166.

U.S. Capital Wealth Advisors first reported a position in RSP in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.76M in Q1 2023. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

U.S. Capital Wealth Advisors held 30,085 shares of Invesco S&P 500 Equal Weight ETF worth $5.77M as of Q1 2026.
U.S. Capital Wealth Advisors bought 638 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $126K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #166 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.76M in Q1 2023.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.