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Beaumont Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beaumont Financial Advisors’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 		$421K Sell
1,981
-39
-2% -$7.98K 0.03% 265
2026
Q1 		$388K Buy
2,020
+74
+4% +$14.7K 0.03% 267
2025
Q4 		$373K Buy
1,946
+335
+21% +$63.6K 0.02% 269
2025
Q3 		$306K Sell
1,611
-150
-9% -$28K 0.02% 309
2025
Q2 		$320K Sell
1,761
-115
-6% -$19.9K 0.02% 284
2025
Q1 		$325K Buy
1,876
+10
+0.5% +$1.78K 0.03% 275
2024
Q4 		$327K Buy
1,866
+58
+3% +$10.5K 0.02% 281
2024
Q3 		$324K Buy
1,808
+123
+7% +$21K 0.03% 263
2024
Q2 		$277K Buy
+1,685
New +$277K 0.02% 287
2024
Q1 		– Sell
-2,102
Closed -$332K – 371
2023
Q4 		$332K Buy
2,102
+55
+3% +$7.99K 0.03% 246
2023
Q3 		$290K Sell
2,047
-120
-6% -$17.9K 0.03% 254
2023
Q2 		$324K Sell
2,167
-134
-6% -$19.3K 0.03% 256
2023
Q1 		$333K Sell
2,301
-294
-11% -$43.1K 0.03% 233
2022
Q4 		$367K Sell
2,595
-3,392
-57% -$474K 0.04% 217
2022
Q3 		$762K Sell
5,987
-59
-1% -$8.32K 0.07% 138
2022
Q2 		$812K Sell
6,046
-304
-5% -$44.5K 0.07% 141
2022
Q1 		$1M Buy
6,350
+445
+8% +$69.4K 0.08% 153
2021
Q4 		$961K Buy
5,905
+4,282
+264% +$677K 0.07% 148
2021
Q3 		$243K Buy
+1,623
New +$248K 0.02% 309

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Beaumont Financial Advisors's RSP Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q2 2026, selling an estimated $7.98K and leaving 1,981 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #265.

Beaumont Financial Advisors first reported a position in RSP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1M in Q1 2022. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Beaumont Financial Advisors held 1,981 shares of Invesco S&P 500 Equal Weight ETF worth $421K as of Q2 2026.
  • Beaumont Financial Advisors sold 39 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $7.98K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #265 holding.
  • Beaumont Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 19 quarters since.
  • Beaumont Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1M in Q1 2022.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.