Biltmore Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Biltmore Family Office’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	$29.4M	Buy	138,034 +1,457	+1%	+$298K	3.86%	3
2026 Q1	$26.2M	Buy	136,577 +22,538	+20%	+$4.47M	3.66%	3
2025 Q4	$21.8M	Buy	114,039 +18,747	+20%	+$3.56M	3.02%	3
2025 Q3	$18.1M	Buy	95,292 +2,208	+2%	+$411K	2.57%	4
2025 Q2	$16.9M	Buy	93,084 +26,151	+39%	+$4.51M	2.86%	4
2025 Q1	$11.6M	Buy	66,933 +11,477	+21%	+$2.04M	1.98%	7
2024 Q4	$9.72M	Buy	55,456 +48,181	+662%	+$8.71M	1.63%	8
2024 Q3	$1.3M	Buy	+7,275	New	+$1.24M	0.22%	78
2020 Q3	–	Sell	-300	Closed	-$31K	–	177
2020 Q2	$31K	Hold	300	–	–	0.02%	157
2020 Q1	$25K	Sell	300 -200	-40%	-$21.3K	0.02%	151
2019 Q4	$58K	Hold	500	–	–	0.02%	175
2019 Q3	$54K	Sell	500 -315	-39%	-$33.8K	0.02%	154
2019 Q2	$88K	Buy	+815	New	+$86.3K	0.05%	141
2018 Q4	–	Sell	-2,270	Closed	-$242K	–	149
2018 Q3	$242K	Sell	2,270 -395	-15%	-$41.7K	0.12%	137
2018 Q2	$272K	Sell	2,665 -100	-4%	-$10.1K	0.14%	121
2018 Q1	$275K	Hold	2,765	–	–	0.12%	135
2017 Q4	$279K	Buy	+2,765	New	+$271K	0.13%	132

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

Biltmore Family Office's RSP Position: Q2 2026 in Review

Biltmore Family Office increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, buying an estimated $298K and bringing the position to 138,034 shares worth $29.4M. The position accounts for 3.86% of the portfolio, ranked #3.

Biltmore Family Office first reported a position in RSP in Q4 2017 and has held it in 17 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Biltmore Family Office held 138,034 shares of Invesco S&P 500 Equal Weight ETF worth $29.4M as of Q2 2026.
Biltmore Family Office bought 1,457 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $298K.
Invesco S&P 500 Equal Weight ETF made up 3.86% of Biltmore Family Office's portfolio in Q2 2026, its #3 holding.
Biltmore Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 17 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.