Beverly Hills Private Wealth
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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
Q3 		$714K Hold
3,430
– – 0.12% 134
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Beverly Hills Private Wealth's RSP Position: Q3 2026 in Review

Beverly Hills Private Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 3,430 shares worth $714K. The position accounts for 0.12% of the portfolio, ranked #134.

Beverly Hills Private Wealth first reported a position in RSP in Q1 2024 and has held it in 11 quarters since. The position peaked at $730K in Q2 2026. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Beverly Hills Private Wealth held 3,430 shares of Invesco S&P 500 Equal Weight ETF worth $714K as of Q3 2026.
  • Beverly Hills Private Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #134 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 11 quarters since.
  • Beverly Hills Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $730K in Q2 2026.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.