Bearing Point Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bearing Point Capital’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	$4.32M	Buy	20,312 +1,135	+6%	+$232K	0.58%	55
2026 Q1	$3.68M	Sell	19,177 -4,085	-18%	-$810K	0.58%	57
2025 Q4	$4.46M	Buy	23,262 +3,300	+17%	+$626K	0.7%	51
2025 Q3	$3.79M	Hold	19,962	–	–	0.65%	54
2025 Q2	$3.63M	Buy	+19,962	New	+$3.45M	0.67%	55

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

Bearing Point Capital's RSP Position: Q2 2026 in Review

Bearing Point Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.9% in Q2 2026, buying an estimated $232K and bringing the position to 20,312 shares worth $4.32M. The position accounts for 0.58% of the portfolio, ranked #55.

Bearing Point Capital first reported a position in RSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.46M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Bearing Point Capital held 20,312 shares of Invesco S&P 500 Equal Weight ETF worth $4.32M as of Q2 2026.
Bearing Point Capital bought 1,135 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $232K.
Invesco S&P 500 Equal Weight ETF made up 0.58% of Bearing Point Capital's portfolio in Q2 2026, its #55 holding.
Bearing Point Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Bearing Point Capital's Invesco S&P 500 Equal Weight ETF position peaked at $4.46M in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.