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

BCS Private 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	$3.11M	Sell	14,615 -479	-3%	-$98K	0.94%	32
2026 Q1	$2.9M	Buy	15,094 +2,335	+18%	+$463K	0.88%	32
2025 Q4	$2.44M	Sell	12,759 -329	-3%	-$62.5K	0.84%	34
2025 Q3	$2.48M	Buy	13,088 +285	+2%	+$53.1K	0.89%	33
2025 Q2	$2.33M	Buy	+12,803	New	+$2.21M	0.87%	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

BCS Private Wealth Management's RSP Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q2 2026, selling an estimated $98K and leaving 14,615 shares worth $3.11M. The position accounts for 0.94% of the portfolio, ranked #32.

BCS Private Wealth Management first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BCS Private Wealth Management held 14,615 shares of Invesco S&P 500 Equal Weight ETF worth $3.11M as of Q2 2026.
BCS Private Wealth Management sold 479 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $98K.
Invesco S&P 500 Equal Weight ETF made up 0.94% of BCS Private Wealth Management's portfolio in Q2 2026, its #32 holding.
BCS Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.