Beaumont Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beaumont Capital 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 Q3	$505K	Buy	2,429 +72	+3%	+$15.6K	0.61%	28
2026 Q2	$501K	Buy	2,357 +3	+0.1%	+$614	0.58%	29
2026 Q1	$452K	Buy	2,354 +84	+4%	+$16.6K	0.56%	28
2025 Q4	$435K	Sell	2,270 -14,534	-86%	-$2.76M	0.54%	32
2025 Q3	$3.19M	Buy	16,804 +105	+0.6%	+$19.6K	2.12%	22
2025 Q2	$3.03M	Buy	16,699 +1,605	+11%	+$277K	2.08%	21
2025 Q1	$2.61M	Buy	+15,094	New	+$2.68M	1.93%	19

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Beaumont Capital Management's RSP Position: Q3 2026 in Review

Beaumont Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q3 2026, buying an estimated $15.6K and bringing the position to 2,429 shares worth $505K. The position accounts for 0.61% of the portfolio, ranked #28.

Beaumont Capital Management first reported a position in RSP in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.19M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Beaumont Capital Management held 2,429 shares of Invesco S&P 500 Equal Weight ETF worth $505K as of Q3 2026.
Beaumont Capital Management bought 72 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $15.6K.
Invesco S&P 500 Equal Weight ETF made up 0.61% of Beaumont Capital Management's portfolio in Q3 2026, its #28 holding.
Beaumont Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
Beaumont Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $3.19M in Q3 2025.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Beaumont Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.