WealthBridge Capital Management
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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
Q3 		$24.3M Buy
116,771
+992
+0.9% +$214K 4.72% 3
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

WealthBridge Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.86% in Q3 2026, buying an estimated $214K and bringing the position to 116,771 shares worth $24.3M. The position accounts for 4.72% of the portfolio, ranked #3.

WealthBridge Capital Management first reported a position in RSP in Q4 2018 and has held it in 32 quarters since. The position peaked at $24.6M in Q2 2026. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • WealthBridge Capital Management held 116,771 shares of Invesco S&P 500 Equal Weight ETF worth $24.3M as of Q3 2026.
  • WealthBridge Capital Management bought 992 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $214K.
  • Invesco S&P 500 Equal Weight ETF made up 4.72% of WealthBridge Capital Management's portfolio in Q3 2026, its #3 holding.
  • WealthBridge Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $24.6M in Q2 2026.
  • 806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.