Bernardo Wealth Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bernardo Wealth Planning’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	$20.8M	Buy	97,923 +2,209	+2%	+$452K	3.56%	9
2026 Q1	$18.4M	Sell	95,714 -17,717	-16%	-$3.51M	3.6%	9
2025 Q4	$21.7M	Buy	113,431 +114	+0.1%	+$21.6K	4.14%	8
2025 Q3	$21.5M	Buy	113,317 +5,505	+5%	+$1.03M	4.21%	8
2025 Q2	$19.6M	Buy	107,812 +4,931	+5%	+$851K	4.25%	7
2025 Q1	$17.8M	Buy	102,881 +2,651	+3%	+$471K	4.26%	7
2024 Q4	$17.4M	Buy	100,230 +4,456	+5%	+$806K	4.15%	7
2024 Q3	$17.4M	Buy	95,774 +3,895	+4%	+$665K	4.21%	7
2024 Q2	$15.1M	Buy	91,879 +4,481	+5%	+$737K	4.06%	7
2024 Q1	$14.8M	Buy	87,398 +8,358	+11%	+$1.34M	4.12%	7
2023 Q4	$12.5M	Buy	79,040 +77,294	+4,427%	+$11.2M	3.93%	7
2023 Q3	$247K	Buy	+1,746	New	+$261K	0.1%	71
2023 Q2	–	Sell	-1,481	Closed	-$214K	–	94
2023 Q1	$214K	Buy	1,481 +31	+2%	+$4.54K	0.09%	81
2022 Q4	$205K	Buy	+1,450	New	+$203K	0.1%	83
2022 Q2	–	Sell	-1,279	Closed	-$201K	–	93
2022 Q1	$201K	Hold	1,279	–	–	0.1%	83
2021 Q4	$208K	Buy	+1,279	New	+$202K	0.1%	79

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

Bernardo Wealth Planning's RSP Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, buying an estimated $452K and bringing the position to 97,923 shares worth $20.8M. The position accounts for 3.56% of the portfolio, ranked #9.

Bernardo Wealth Planning first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. The position peaked at $21.7M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Bernardo Wealth Planning held 97,923 shares of Invesco S&P 500 Equal Weight ETF worth $20.8M as of Q2 2026.
Bernardo Wealth Planning bought 2,209 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $452K.
Invesco S&P 500 Equal Weight ETF made up 3.56% of Bernardo Wealth Planning's portfolio in Q2 2026, its #9 holding.
Bernardo Wealth Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
Bernardo Wealth Planning's Invesco S&P 500 Equal Weight ETF position peaked at $21.7M in Q4 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.