Bawa N Mallick Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bawa N Mallick Trust’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	$1.67M	Buy	7,851 +1,851	+31%	+$379K	0.54%	38
2026 Q1	$1.15M	Sell	6,000 -1,517	-20%	-$301K	0.47%	36
2025 Q4	$1.44M	Buy	7,517 +6	+0.1%	+$1.14K	0.53%	36
2025 Q3	$1.42M	Buy	7,511 +7	+0.1%	+$1.3K	0.54%	35
2025 Q2	$1.36M	Hold	7,504	–	–	0.56%	35
2025 Q1	$1.3M	Hold	7,504	–	–	0.62%	33
2024 Q4	$1.31M	Buy	+7,504	New	+$1.36M	0.58%	33

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

Bawa N Mallick Trust's RSP Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q2 2026, buying an estimated $379K and bringing the position to 7,851 shares worth $1.67M. The position accounts for 0.54% of the portfolio, ranked #38.

Bawa N Mallick Trust first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Bawa N Mallick Trust held 7,851 shares of Invesco S&P 500 Equal Weight ETF worth $1.67M as of Q2 2026.
Bawa N Mallick Trust bought 1,851 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $379K.
Invesco S&P 500 Equal Weight ETF made up 0.54% of Bawa N Mallick Trust's portfolio in Q2 2026, its #38 holding.
Bawa N Mallick Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.