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Bellars Harris Wealth Management, LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bellars Harris Wealth Management, LLC’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
Q2 		$4.93M Buy
+23,191
New +$4.75M 1% 49

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's RSP Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 23,191 shares worth $4.93M. The stake represents 1% of the portfolio and ranks #49 among its holdings.

1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 23,191 shares of Invesco S&P 500 Equal Weight ETF worth $4.93M as of Q2 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 1% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #49 holding.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.