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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Bar Harbor Wealth Management's RSP Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,225 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #186.

Bar Harbor Wealth Management first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Bar Harbor Wealth Management held 2,225 shares of Invesco S&P 500 Equal Weight ETF worth $473K as of Q2 2026.
  • Bar Harbor Wealth Management bought 142 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $29.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #186 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 10 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.