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 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 $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Bearing Point Capital's RSP Position: Q1 2026 in Review

Bearing Point Capital reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q1 2026, selling an estimated $810K and leaving 19,177 shares worth $3.68M. The position accounts for 0.58% of the portfolio, ranked #57.

Bearing Point Capital first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.46M in Q4 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Bearing Point Capital held 19,177 shares of Invesco S&P 500 Equal Weight ETF worth $3.68M as of Q1 2026.
Bearing Point Capital sold 4,085 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $810K.
Invesco S&P 500 Equal Weight ETF made up 0.58% of Bearing Point Capital's portfolio in Q1 2026, its #57 holding.
Bearing Point Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
Bearing Point Capital's Invesco S&P 500 Equal Weight ETF position peaked at $4.46M in Q4 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.