Beverly Hills Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beverly Hills Private Wealth’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	$730K	Buy	3,430 +1,024	+43%	+$210K	0.14%	128
2026 Q1	$462K	Hold	2,406	–	–	0.08%	201
2025 Q4	$461K	Sell	2,406 -158	-6%	-$30K	0.08%	194
2025 Q3	$486K	Hold	2,564	–	–	0.09%	185
2025 Q2	$466K	Hold	2,564	–	–	0.09%	185
2025 Q1	$444K	Hold	2,564	–	–	0.09%	192
2024 Q4	$449K	Buy	2,564 +490	+24%	+$88.6K	0.09%	184
2024 Q3	$372K	Buy	2,074 +662	+47%	+$113K	0.08%	226
2024 Q2	$232K	Hold	1,412	–	–	0.05%	311
2024 Q1	$239K	Buy	+1,412	New	+$227K	0.06%	310

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

Beverly Hills Private Wealth's RSP Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 43% in Q2 2026, buying an estimated $210K and bringing the position to 3,430 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #128.

Beverly Hills Private Wealth first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Beverly Hills Private Wealth held 3,430 shares of Invesco S&P 500 Equal Weight ETF worth $730K as of Q2 2026.
Beverly Hills Private Wealth bought 1,024 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $210K.
Invesco S&P 500 Equal Weight ETF made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #128 holding.
Beverly Hills Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.