WPC
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Wedmont Private Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wedmont Private Capital’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 		$2.23M Buy
10,424
+580
+6% +$119K 0.06% 169
2026
Q1 		$1.95M Buy
9,844
+7,492
+319% +$1.48M 0.06% 167
2025
Q4 		$458K Sell
2,352
-687
-23% -$130K 0.02% 510
2025
Q3 		$578K Sell
3,039
-143
-4% -$26.6K 0.02% 420
2025
Q2 		$588K Sell
3,182
-144
-4% -$24.9K 0.03% 386
2025
Q1 		$539K Buy
3,326
+581
+21% +$103K 0.03% 364
2024
Q4 		$475K Buy
2,745
+221
+9% +$40K 0.03% 388
2024
Q3 		$447K Buy
2,524
+8
+0.3% +$1.37K 0.03% 390
2024
Q2 		$424K Buy
2,516
+128
+5% +$21.1K 0.03% 387
2024
Q1 		$400K Sell
2,388
-348
-13% -$55.9K 0.03% 372
2023
Q4 		$431K Buy
2,736
+101
+4% +$14.7K 0.04% 343
2023
Q3 		$372K Buy
2,635
+5
+0.2% +$747 0.04% 325
2023
Q2 		$400K Buy
2,630
+551
+27% +$79.4K 0.04% 304
2023
Q1 		$299K Buy
2,079
+6
+0.3% +$879 0.04% 348
2022
Q4 		$301K Sell
2,073
-1,418
-41% -$198K 0.05% 335
2022
Q3 		$444K Buy
3,491
+1,773
+103% +$250K 0.09% 176
2022
Q2 		$231K Sell
1,718
-819
-32% -$120K 0.05% 294
2022
Q1 		$402K Buy
+2,537
New +$396K 0.09% 174

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return