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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
Q3 		$2.53M Buy
11,924
+1,500
+14% +$324K 0.06% 178
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 $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's RSP Position: Q3 2026 in Review

Wedmont Private Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q3 2026, buying an estimated $324K and bringing the position to 11,924 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #178.

Wedmont Private Capital first reported a position in RSP in Q1 2022 and has held it in 19 quarters since. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Wedmont Private Capital held 11,924 shares of Invesco S&P 500 Equal Weight ETF worth $2.53M as of Q3 2026.
  • Wedmont Private Capital bought 1,500 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $324K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #178 holding.
  • Wedmont Private Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 19 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.