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

WealthBridge 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	$24.6M	Buy	115,779 +2,292	+2%	+$469K	4.9%	2
2026 Q1	$21.8M	Buy	113,487 +2,859	+3%	+$567K	5.02%	2
2025 Q4	$21.2M	Buy	110,628 +36	+0%	+$6.83K	4.83%	3
2025 Q3	$21M	Sell	110,592 -519	-0.5%	-$96.7K	4.92%	3
2025 Q2	$20.2M	Buy	111,111 +2,649	+2%	+$457K	5.12%	2
2025 Q1	$18.8M	Buy	108,462 +3,214	+3%	+$572K	5.31%	2
2024 Q4	$18.4M	Buy	105,248 +3,422	+3%	+$619K	5.12%	2
2024 Q3	$18.2M	Buy	101,826 +7,059	+7%	+$1.21M	5.21%	2
2024 Q2	$15.6M	Sell	94,767 -1,316	-1%	-$216K	5.12%	3
2024 Q1	$16.3M	Sell	96,083 -4,928	-5%	-$791K	5.48%	2
2023 Q4	$15.9M	Sell	101,011 -611	-0.6%	-$88.8K	5.97%	2
2023 Q3	$14.4M	Buy	101,622 +4,242	+4%	+$634K	5.94%	2
2023 Q2	$14.6M	Sell	97,380 -4,384	-4%	-$632K	5.83%	2
2023 Q1	$14.7M	Buy	101,764 +7,713	+8%	+$1.13M	5.86%	2
2022 Q4	$13.3M	Buy	94,051 +9,544	+11%	+$1.33M	5.55%	2
2022 Q3	$11.3M	Hold	84,507	–	–	4.84%	3
2022 Q2	$11.3M	Buy	84,507 +12,971	+18%	+$1.9M	4.84%	3
2022 Q1	$11.3M	Sell	71,536 -871	-1%	-$136K	4.22%	4
2021 Q4	$11.8M	Sell	72,407 -2,430	-3%	-$384K	4.4%	3
2021 Q3	$11.2M	Sell	74,837 -361	-0.5%	-$55.3K	4.19%	4
2021 Q2	$11.3M	Sell	75,198 -136	-0.2%	-$20.2K	4.12%	4
2021 Q1	$10.7M	Sell	75,334 -1,543	-2%	-$208K	4.35%	3
2020 Q4	$9.8M	Sell	76,877 -3,215	-4%	-$382K	4.29%	4
2020 Q3	$8.66M	Sell	80,092 -4,796	-6%	-$518K	4.44%	4
2020 Q2	$8.64M	Sell	84,888 -17,931	-17%	-$1.73M	4.89%	4
2020 Q1	$8.64M	Sell	102,819 -18,910	-16%	-$2.01M	6%	3
2019 Q4	$14.1M	Buy	121,729 +4,249	+4%	+$472K	9.12%	1
2019 Q3	$12.7M	Buy	117,480 +7,999	+7%	+$858K	9.14%	1
2019 Q2	$10M	Sell	109,481 -4,909	-4%	-$520K	9.14%	1
2019 Q1	$12.1M	Buy	114,390 +4,909	+4%	+$495K	7.67%	1
2018 Q4	$10M	Buy	+109,481	New	+$10.8M	7.61%	1

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

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

WealthBridge Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q2 2026, buying an estimated $469K and bringing the position to 115,779 shares worth $24.6M. The position accounts for 4.9% of the portfolio, ranked #2.

WealthBridge Capital Management first reported a position in RSP in Q4 2018 and has held it in 31 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

WealthBridge Capital Management held 115,779 shares of Invesco S&P 500 Equal Weight ETF worth $24.6M as of Q2 2026.
WealthBridge Capital Management bought 2,292 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $469K.
Invesco S&P 500 Equal Weight ETF made up 4.9% of WealthBridge Capital Management's portfolio in Q2 2026, its #2 holding.
WealthBridge Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.