BigSur Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BigSur Wealth 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	$7.07M	Buy	33,229 +1,190	+4%	+$244K	1.7%	15
2026 Q1	$6.15M	Buy	32,039 +11,755	+58%	+$2.33M	1.72%	14
2025 Q4	$3.89M	Buy	20,284 +5,000	+33%	+$949K	0.94%	29
2025 Q3	$2.9M	Sell	15,284 -600	-4%	-$112K	0.71%	38
2025 Q2	$2.89M	Buy	15,884 +1,000	+7%	+$173K	0.73%	40
2025 Q1	$2.58M	Sell	14,884 -766	-5%	-$136K	0.7%	38
2024 Q4	$2.74M	Sell	15,650 -1,700	-10%	-$307K	0.78%	35
2024 Q3	$3.11M	Buy	17,350 +8,500	+96%	+$1.45M	0.86%	36
2024 Q2	$1.45M	Hold	8,850	–	–	0.45%	63
2024 Q1	$1.5M	Buy	8,850 +8,000	+941%	+$1.28M	0.47%	61
2023 Q4	$134K	Hold	850	–	–	0.06%	109
2023 Q3	$120K	Buy	+850	New	+$127K	0.06%	106
2023 Q2	–	Sell	-4,200	Closed	-$607K	–	132
2023 Q1	$607K	Buy	+4,200	New	+$615K	0.29%	76

Other funds holding RSP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BigSur Wealth Management's RSP Position: Q2 2026 in Review

BigSur Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, buying an estimated $244K and bringing the position to 33,229 shares worth $7.07M. The position accounts for 1.7% of the portfolio, ranked #15.

BigSur Wealth Management first reported a position in RSP in Q1 2023 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BigSur Wealth Management held 33,229 shares of Invesco S&P 500 Equal Weight ETF worth $7.07M as of Q2 2026.
BigSur Wealth Management bought 1,190 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $244K.
Invesco S&P 500 Equal Weight ETF made up 1.7% of BigSur Wealth Management's portfolio in Q2 2026, its #15 holding.
BigSur Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 13 quarters since.
576 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.