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

Winthrop 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	$9.9M	Sell	47,707 -916	-2%	-$198K	2.43%	9
2026 Q2	$10.3M	Sell	48,623 -6,244	-11%	-$1.28M	2.5%	8
2026 Q1	$10.5M	Sell	54,867 -6,988	-11%	-$1.38M	2.7%	8
2025 Q4	$11.8M	Sell	61,855 -3,667	-6%	-$696K	2.76%	9
2025 Q3	$12.4M	Buy	65,522 +865	+1%	+$161K	3.01%	8
2025 Q2	$11.8M	Sell	64,657 -925	-1%	-$160K	2.97%	8
2025 Q1	$11.4M	Sell	65,582 -205	-0.3%	-$36.5K	3.13%	8
2024 Q4	$11.5M	Buy	65,787 +854	+1%	+$154K	3.06%	6
2024 Q3	$11.6M	Buy	64,933 +246	+0.4%	+$42K	5.54%	3
2024 Q2	$10.6M	Buy	64,687 +1,729	+3%	+$284K	5.32%	3
2024 Q1	$10.7M	Buy	62,958 +995	+2%	+$160K	4.91%	4
2023 Q4	$9.8M	Buy	+61,963	New	+$9M	3.19%	7

Other funds holding RSP

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Winthrop Capital Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q3 2026, selling an estimated $198K and leaving 47,707 shares worth $9.9M. The position accounts for 2.43% of the portfolio, ranked #9.

Winthrop Capital Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q3 2025. 1,881 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Winthrop Capital Management held 47,707 shares of Invesco S&P 500 Equal Weight ETF worth $9.9M as of Q3 2026.
Winthrop Capital Management sold 916 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $198K.
Invesco S&P 500 Equal Weight ETF made up 2.43% of Winthrop Capital Management's portfolio in Q3 2026, its #9 holding.
Winthrop Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Winthrop Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $12.4M in Q3 2025.
1,881 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.