Beese Fulmer Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beese Fulmer Investment 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 Q2	$6.09M	Buy	28,612 +1,802	+7%	+$369K	0.35%	60
2026 Q1	$5.15M	Buy	26,810 +3,242	+14%	+$642K	0.33%	64
2025 Q4	$4.51M	Buy	23,568 +509	+2%	+$96.6K	0.29%	68
2025 Q3	$4.37M	Buy	23,059 +440	+2%	+$82K	0.3%	70
2025 Q2	$4.11M	Buy	22,619 +19,626	+656%	+$3.39M	0.31%	72
2025 Q1	$518K	Buy	2,993 +1,805	+152%	+$321K	0.04%	148
2024 Q4	$208K	Hold	1,188	–	–	0.02%	219
2024 Q3	$213K	Buy	+1,188	New	+$203K	0.02%	222
2024 Q2	–	Sell	-1,189	Closed	-$201K	–	231
2024 Q1	$201K	Buy	+1,189	New	+$191K	0.02%	220
2022 Q2	–	Sell	-1,300	Closed	-$205K	–	233
2022 Q1	$205K	Hold	1,300	–	–	0.02%	223
2021 Q4	$212K	Buy	+1,300	New	+$205K	0.02%	226

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

Beese Fulmer Investment Management's RSP Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.7% in Q2 2026, buying an estimated $369K and bringing the position to 28,612 shares worth $6.09M. The position accounts for 0.35% of the portfolio, ranked #60.

Beese Fulmer Investment Management first reported a position in RSP in Q4 2021 and has held it in 11 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Beese Fulmer Investment Management held 28,612 shares of Invesco S&P 500 Equal Weight ETF worth $6.09M as of Q2 2026.
Beese Fulmer Investment Management bought 1,802 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $369K.
Invesco S&P 500 Equal Weight ETF made up 0.35% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #60 holding.
Beese Fulmer Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 11 quarters since.
2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.