Bank of Montreal’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bank of Montreal’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	$4.26M	Buy	+20,000	New	+$4.09M	﹤0.01%	1437

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 of Montreal's RSP Position: Q2 2026 in Review

Bank of Montreal reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q2 2026, selling an estimated $44.4M and leaving 396,453 shares worth $84.4M. The position accounts for 0.03% of the portfolio, ranked #429.

Bank of Montreal first reported a position in RSP in Q2 2013 and has held it in 53 quarters since. The position peaked at $345M in Q3 2023. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Bank of Montreal held 396,453 shares of Invesco S&P 500 Equal Weight ETF worth $84.4M as of Q2 2026.
Bank of Montreal sold 217,102 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $44.4M.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #429 holding.
Bank of Montreal first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Invesco S&P 500 Equal Weight ETF position peaked at $345M in Q3 2023.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.