WealthBridge Capital Management, LLC RSP holdings history
INVESCO S&P 500 EQUAL WEIGHT · CUSIP 46137V357 · CIK 1767313
As of 2026-06-30, WealthBridge Capital Management, LLC reported 115.78K RSP (shares), valued at $24.63M, or 4.90% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 2.02%; reported value increased 13.10%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.90% | 115,779 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 5.02% | 113,487 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 4.83% | 110,628 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.92% | 110,592 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 5.12% | 111,111 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 5.31% | 108,462 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 5.12% | 105,248 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 5.24% | 101,826 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 5.15% | 94,767 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 5.48% | 96,083 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 5.97% | 101,011 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 5.94% | 101,622 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.94% | 101,622 | $14.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 5.97% | 101,011 | $15.94M | Shares decreased 0.60%; reported value increased 10.70%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 5.48% | 96,083 | $16.27M | Shares decreased 4.88%; reported value increased 2.10%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 5.15% | 94,767 | $15.57M | Shares decreased 1.37%; reported value decreased 4.33%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 5.24% | 101,826 | $18.24M | Shares increased 7.45%; reported value increased 17.18%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 5.12% | 105,248 | $18.44M | Shares increased 3.36%; reported value increased 1.09%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 5.31% | 108,462 | $18.79M | Shares increased 3.05%; reported value increased 1.88%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 5.12% | 111,111 | $20.19M | Shares increased 2.44%; reported value increased 7.47%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.92% | 110,592 | $20.98M | Shares decreased 0.47%; reported value increased 3.89%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 4.83% | 110,628 | $21.19M | Shares increased 0.03%; reported value increased 1.01%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 5.02% | 113,487 | $21.78M | Shares increased 2.58%; reported value increased 2.78%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 4.90% | 115,779 | $24.63M | Shares increased 2.02%; reported value increased 13.10%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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