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 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 $1.66T 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

Beese Fulmer Investment Management's RSP Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q1 2026, buying an estimated $642K and bringing the position to 26,810 shares worth $5.15M. The position accounts for 0.33% of the portfolio, ranked #64.

Beese Fulmer Investment Management first reported a position in RSP in Q4 2021 and has held it in 10 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Beese Fulmer Investment Management held 26,810 shares of Invesco S&P 500 Equal Weight ETF worth $5.15M as of Q1 2026.
Beese Fulmer Investment Management bought 3,242 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $642K.
Invesco S&P 500 Equal Weight ETF made up 0.33% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #64 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 10 quarters since.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.