Beacon Capital Management Inc (Ohio)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$8.65M	Buy	+40,659	New	+$8.32M	0.52%	32
2026 Q1	–	Sell	-1	Closed	-$198	–	132
2025 Q4	$7	Buy	+1	New	+$190	﹤0.01%	136
2025 Q3	–	Sell	-1	Closed	-$186	–	148
2025 Q2	$7	Buy	+1	New	+$173	﹤0.01%	120
2021 Q4	–	Sell	-162	Closed	-$24K	–	86
2021 Q3	$24K	Buy	+162	New	+$24.8K	﹤0.01%	53

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

Beacon Capital Management Inc (Ohio)'s RSP Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 40,659 shares worth $8.65M. The stake represents 0.52% of the portfolio and ranks #32 among its holdings. This is a return to the name: Beacon Capital Management Inc (Ohio) previously reported a position in RSP as recently as Q4 2025.

Beacon Capital Management Inc (Ohio) first reported a position in RSP in Q3 2021 and has held it in 4 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 40,659 shares of Invesco S&P 500 Equal Weight ETF worth $8.65M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Beacon Capital Management Inc (Ohio) position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.52% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #32 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 4 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.