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Berkshire Money Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Berkshire Money 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 		$66.2M Buy
311,345
+4,913
+2% +$1.01M 6.05% 5
2026
Q1 		$58.8M Buy
306,432
+7,324
+2% +$1.45M 6.02% 5
2025
Q4 		$57.3M Buy
299,108
+16,771
+6% +$3.18M 5.47% 6
2025
Q3 		$53.6M Buy
282,337
+34,350
+14% +$6.4M 5.51% 6
2025
Q2 		$45.1M Sell
247,987
-59,889
-19% -$10.3M 4.74% 7
2025
Q1 		$53.3M Sell
307,876
-47,110
-13% -$8.38M 5.99% 6
2024
Q4 		$62.2M Buy
354,986
+9,010
+3% +$1.63M 6.76% 4
2024
Q3 		$62M Buy
345,976
+324,664
+1,523% +$55.5M 7.09% 4
2024
Q2 		$3.5M Sell
21,312
-2,082
-9% -$342K 0.43% 20
2024
Q1 		$3.96M Sell
23,394
-1,896
-7% -$304K 0.48% 20
2023
Q4 		$3.99M Sell
25,290
-595
-2% -$86.4K 0.53% 23
2023
Q3 		$3.67M Sell
25,885
-460
-2% -$68.7K 0.56% 22
2023
Q2 		$3.94M Sell
26,345
-2,718
-9% -$392K 0.57% 26
2023
Q1 		$4.2M Sell
29,063
-2,883
-9% -$422K 0.64% 26
2022
Q4 		$4.51M Sell
31,946
-6,653
-17% -$930K 0.71% 22
2022
Q3 		$4.91M Buy
38,599
+12,239
+46% +$1.73M 0.84% 21
2022
Q2 		$3.54M Buy
+26,360
New +$3.86M 0.59% 24

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berkshire Money Management's RSP Position: Q2 2026 in Review

Berkshire Money Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 311,345 shares worth $66.2M. The position accounts for 6.05% of the portfolio, ranked #5.

Berkshire Money Management first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Berkshire Money Management held 311,345 shares of Invesco S&P 500 Equal Weight ETF worth $66.2M as of Q2 2026.
  • Berkshire Money Management bought 4,913 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.01M.
  • Invesco S&P 500 Equal Weight ETF made up 6.05% of Berkshire Money Management's portfolio in Q2 2026, its #5 holding.
  • Berkshire Money Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.