Bank Julius Baer & Co
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Bank Julius Baer & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bank Julius Baer & Co’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 		$16M Buy
75,186
+40,136
+115% +$8.21M 0.04% 167
2026
Q1 		$6.73M Buy
35,050
+18,870
+117% +$3.74M 0.02% 202
2025
Q4 		$3.1M Buy
16,180
+921
+6% +$175K 0.01% 276
2025
Q3 		$2.89M Sell
15,259
-18,166
-54% -$3.39M 0.01% 293
2025
Q2 		$6.07M Sell
33,425
-693,890
-95% -$120M 0.02% 225
2025
Q1 		$126M Buy
727,315
+364,943
+101% +$64.9M 0.41% 68
2024
Q4 		$70.1M Buy
362,372
+361,259
+32,458% +$65.3M 0.22% 99
2024
Q3 		$236K Sell
1,113
-73
-6% -$12.5K ﹤0.01% 385
2024
Q2 		$217K Sell
1,186
-134
-10% -$22K ﹤0.01% 343
2024
Q1 		$224K Hold
1,320
– – ﹤0.01% 388
2023
Q4 		$208K Sell
1,320
-16
-1% -$2.32K ﹤0.01% 399
2023
Q3 		$189K Buy
+1,336
New +$200K ﹤0.01% 389
2023
Q2 		– Sell
-200
Closed -$29K – 597
2023
Q1 		$29K Buy
+200
New +$29.3K ﹤0.01% 534
2022
Q3 		– Sell
-655
Closed -$88K – 624
2022
Q2 		$88K Buy
+655
New +$95.8K ﹤0.01% 497

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Bank Julius Baer & Co's RSP Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 115% in Q2 2026, buying an estimated $8.21M and bringing the position to 75,186 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #167.

Bank Julius Baer & Co first reported a position in RSP in Q2 2022 and has held it in 14 quarters since. The position peaked at $126M in Q1 2025. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Bank Julius Baer & Co held 75,186 shares of Invesco S&P 500 Equal Weight ETF worth $16M as of Q2 2026.
  • Bank Julius Baer & Co bought 40,136 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.21M.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Bank Julius Baer & Co's portfolio in Q2 2026, its #167 holding.
  • Bank Julius Baer & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 14 quarters since.
  • Bank Julius Baer & Co's Invesco S&P 500 Equal Weight ETF position peaked at $126M in Q1 2025.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.