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

BIP 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 		$1.21M Buy
5,684
+859
+18% +$176K 0.03% 235
2026
Q1 		$926K Buy
4,825
+3,499
+264% +$693K 0.04% 212
2025
Q4 		$254K Hold
1,326
– – 0.01% 396
2025
Q3 		$251K Sell
1,326
-240
-15% -$44.7K 0.01% 263
2025
Q2 		$285K Sell
1,566
-968
-38% -$167K 0.02% 218
2025
Q1 		$439K Sell
2,534
-319
-11% -$56.7K 0.03% 165
2024
Q4 		$500K Buy
2,853
+1,355
+90% +$245K 0.03% 151
2024
Q3 		$268K Buy
1,498
+83
+6% +$14.2K 0.02% 195
2024
Q2 		$233K Sell
1,415
-77
-5% -$12.7K 0.02% 173
2024
Q1 		$253K Buy
+1,492
New +$240K 0.02% 186

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

BIP Wealth's RSP Position: Q2 2026 in Review

BIP Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, buying an estimated $176K and bringing the position to 5,684 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #235.

BIP Wealth first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • BIP Wealth held 5,684 shares of Invesco S&P 500 Equal Weight ETF worth $1.21M as of Q2 2026.
  • BIP Wealth bought 859 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $176K.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #235 holding.
  • BIP Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.