BCWM LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BCWM LLC’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	$8.02M	Sell	37,715 -976	-3%	-$200K	2.35%	19
2026 Q1	$7.43M	Sell	38,691 -6,754	-15%	-$1.34M	2.1%	23
2025 Q4	$8.71M	Buy	45,445 +5,891	+15%	+$1.12M	2.61%	18
2025 Q3	$7.5M	Buy	39,554 +247	+0.6%	+$46K	2.25%	19
2025 Q2	$7.14M	Buy	39,307 +2,840	+8%	+$490K	2.27%	18
2025 Q1	$6.32M	Buy	36,467 +476	+1%	+$84.6K	2.2%	20
2024 Q4	$6.31M	Buy	+35,991	New	+$6.51M	2.25%	19
2024 Q2	$5.16M	Buy	31,420 +2,385	+8%	+$392K	1.86%	19
2024 Q1	$4.92M	Buy	+29,035	New	+$4.66M	1.69%	26

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

BCWM LLC's RSP Position: Q2 2026 in Review

BCWM LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q2 2026, selling an estimated $200K and leaving 37,715 shares worth $8.02M. The position accounts for 2.35% of the portfolio, ranked #19.

BCWM LLC first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.71M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BCWM LLC held 37,715 shares of Invesco S&P 500 Equal Weight ETF worth $8.02M as of Q2 2026.
BCWM LLC sold 976 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $200K.
Invesco S&P 500 Equal Weight ETF made up 2.35% of BCWM LLC's portfolio in Q2 2026, its #19 holding.
BCWM LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
BCWM LLC's Invesco S&P 500 Equal Weight ETF position peaked at $8.71M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.