Bar Harbor Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bar Harbor Wealth Management’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 Q3	$596K	Buy	2,865 +640	+29%	+$138K	0.03%	177
2026 Q2	$473K	Buy	2,225 +142	+7%	+$29.1K	0.03%	186
2026 Q1	$400K	Hold	2,083	–	–	0.02%	197
2025 Q4	$399K	Sell	2,083 -16	-0.8%	-$3.04K	0.02%	200
2025 Q3	$398K	Hold	2,099	–	–	0.02%	198
2025 Q2	$381K	Buy	2,099 +544	+35%	+$93.9K	0.02%	195
2025 Q1	$269K	Sell	1,555 -150	-9%	-$26.7K	0.02%	218
2024 Q4	$299K	Buy	1,705 +150	+10%	+$27.1K	0.02%	212
2024 Q3	$279K	Hold	1,555	–	–	0.02%	230
2024 Q2	$255K	Buy	1,555 +298	+24%	+$49K	0.02%	230
2024 Q1	$213K	Buy	+1,257	New	+$202K	0.01%	245

Other funds holding RSP

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Bar Harbor Wealth Management's RSP Position: Q3 2026 in Review

Bar Harbor Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 29% in Q3 2026, buying an estimated $138K and bringing the position to 2,865 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #177.

Bar Harbor Wealth Management first reported a position in RSP in Q1 2024 and has held it in 11 quarters since. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Bar Harbor Wealth Management held 2,865 shares of Invesco S&P 500 Equal Weight ETF worth $596K as of Q3 2026.
Bar Harbor Wealth Management bought 640 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $138K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #177 holding.
Bar Harbor Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 11 quarters since.
1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.