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 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	$9.78M	Buy	+61,963	New	+$9M	3.19%	7

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 $2.7B AUM 6.73% 1-Year Est. Return

Winthrop Capital Management's RSP Position: Q1 2026 in Review

Winthrop Capital Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, selling an estimated $1.38M and leaving 54,867 shares worth $10.5M. The position accounts for 2.7% of the portfolio, ranked #8.

Winthrop Capital Management first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Winthrop Capital Management held 54,867 shares of Invesco S&P 500 Equal Weight ETF worth $10.5M as of Q1 2026.
Winthrop Capital Management sold 6,988 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.38M.
Invesco S&P 500 Equal Weight ETF made up 2.7% of Winthrop Capital Management's portfolio in Q1 2026, its #8 holding.
Winthrop Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $12.4M in Q3 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.