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

Baron 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 		$423K Hold
1,989
– – 0.11% 132
2026
Q1 		$382K Buy
1,989
+671
+51% +$133K 0.11% 146
2025
Q4 		$252K Buy
+1,318
New +$250K 0.08% 198

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Baron Wealth Management's RSP Position: Q2 2026 in Review

Baron Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,989 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #132.

Baron Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Baron Wealth Management held 1,989 shares of Invesco S&P 500 Equal Weight ETF worth $423K as of Q2 2026.
  • Baron Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Baron Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.