Bank of Montreal
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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
Q1 		$11.5M Buy
+60,000
New +$11.9M ﹤0.01% 1045
2024
Q2 		– Sell
-16,100
Closed -$2.73M – 4187
2024
Q1 		$2.73M Hold
16,100
– – ﹤0.01% 1476
2023
Q4 		$2.55M Buy
+16,100
New +$2.34M ﹤0.01% 1568

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Bank of Montreal's RSP Position: Q1 2026 in Review

Bank of Montreal increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 141% in Q1 2026, buying an estimated $71.2M and bringing the position to 613,555 shares worth $118M. The position accounts for 0.04% of the portfolio, ranked #332.

Bank of Montreal first reported a position in RSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $345M in Q3 2023. 2,223 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Bank of Montreal held 613,555 shares of Invesco S&P 500 Equal Weight ETF worth $118M as of Q1 2026.
  • Bank of Montreal bought 359,032 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $71.2M.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #332 holding.
  • Bank of Montreal first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Invesco S&P 500 Equal Weight ETF position peaked at $345M in Q3 2023.
  • 2,223 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.