Welch Capital Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Welch Capital Partners’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	$2.4M	Hold	12,488	–	–	0.54%	10
2025 Q4	$2.39M	Hold	12,488	–	–	0.48%	10
2025 Q3	$2.37M	Hold	12,488	–	–	0.49%	11
2025 Q2	$2.27M	Hold	12,488	–	–	0.51%	11
2025 Q1	$2.16M	Hold	12,488	–	–	0.51%	11
2024 Q4	$2.19M	Hold	12,488	–	–	0.47%	11
2024 Q3	$2.24M	Hold	12,488	–	–	0.5%	11
2024 Q2	$2.05M	Buy	+12,488	New	+$2.05M	0.49%	11
2022 Q3	–	Sell	-30,827	Closed	-$4.14M	–	35
2022 Q2	$4.14M	Sell	30,827 -35,187	-53%	-$5.15M	1.27%	12
2022 Q1	$10.4M	Sell	66,014 -64,097	-49%	-$9.99M	2.52%	8
2021 Q4	$21.2M	Sell	130,111 -46,622	-26%	-$7.37M	4.66%	5
2021 Q3	$26.5M	Buy	176,733 +37,889	+27%	+$5.8M	6.42%	4
2021 Q2	$20.9M	Buy	138,844 +44,867	+48%	+$6.68M	4.93%	5
2021 Q1	$13.3M	Buy	93,977 +12,367	+15%	+$1.67M	3.48%	8
2020 Q4	$10.4M	Buy	+81,610	New	+$9.71M	2.89%	8

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

Welch Capital Partners's RSP Position: Q1 2026 in Review

Welch Capital Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 12,488 shares worth $2.4M. The position accounts for 0.54% of the portfolio, ranked #10.

Welch Capital Partners first reported a position in RSP in Q4 2020 and has held it in 15 quarters since. The position peaked at $26.5M in Q3 2021. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Welch Capital Partners held 12,488 shares of Invesco S&P 500 Equal Weight ETF worth $2.4M as of Q1 2026.
Welch Capital Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.54% of Welch Capital Partners's portfolio in Q1 2026, its #10 holding.
Welch Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 15 quarters since.
Welch Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $26.5M in Q3 2021.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.