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 Q3	$7.93M	Buy	38,100 +4,871	+15%	+$1.05M	1.87%	13
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

BigSur Wealth Management's RSP Position: Q3 2026 in Review

BigSur Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q3 2026, buying an estimated $1.05M and bringing the position to 38,100 shares worth $7.93M. The position accounts for 1.87% of the portfolio, ranked #13.

BigSur Wealth Management first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

BigSur Wealth Management held 38,100 shares of Invesco S&P 500 Equal Weight ETF worth $7.93M as of Q3 2026.
BigSur Wealth Management bought 4,871 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $1.05M.
Invesco S&P 500 Equal Weight ETF made up 1.87% of BigSur Wealth Management's portfolio in Q3 2026, its #13 holding.
BigSur Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
776 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.