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

Birchcreek 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
Q1 		$8.59M Buy
44,749
+386
+0.9% +$76.5K 4.14% 6
2025
Q4 		$8.5M Buy
44,363
+4,652
+12% +$883K 4.17% 6
2025
Q3 		$7.53M Buy
39,711
+3,939
+11% +$734K 3.89% 6
2025
Q2 		$6.5M Buy
35,772
+2,335
+7% +$403K 3.68% 6
2025
Q1 		$5.79M Buy
33,437
+1,527
+5% +$272K 3.66% 6
2024
Q4 		$5.59M Buy
31,910
+879
+3% +$159K 3.51% 6
2024
Q3 		$5.56M Buy
31,031
+632
+2% +$108K 3.64% 6
2024
Q2 		$4.99M Sell
30,399
-25
-0.1% -$4.11K 2.81% 6
2024
Q1 		$5.15M Buy
30,424
+1,001
+3% +$161K 2.71% 6
2023
Q4 		$4.64M Buy
29,423
+3,255
+12% +$473K 2.78% 6
2023
Q3 		$3.71M Buy
26,168
+4,174
+19% +$623K 2.51% 8
2023
Q2 		$3.29M Buy
21,994
+2,458
+13% +$354K 2.3% 10
2023
Q1 		$2.83M Buy
19,536
+565
+3% +$82.7K 2.24% 11
2022
Q4 		$2.68M Buy
18,971
+165
+0.9% +$23.1K 2.38% 12
2022
Q3 		$2.39M Buy
18,806
+821
+5% +$116K 2.22% 12
2022
Q2 		$2.41M Buy
17,985
+2,465
+16% +$361K 2.17% 12
2022
Q1 		$2.45M Sell
15,520
-1,181
-7% -$184K 2.17% 13
2021
Q4 		$2.72M Sell
16,701
-194
-1% -$30.7K 2.37% 9
2021
Q3 		$2.53M Buy
16,895
+629
+4% +$96.3K 2.36% 9
2021
Q2 		$2.45M Buy
16,266
+291
+2% +$43.3K 2.36% 10
2021
Q1 		$2.26M Buy
15,975
+613
+4% +$82.7K 2.39% 10
2020
Q4 		$1.96M Buy
+15,362
New +$1.83M 1.92% 12

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Birchcreek Wealth Management's RSP Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.87% in Q1 2026, buying an estimated $76.5K and bringing the position to 44,749 shares worth $8.59M. The position accounts for 4.14% of the portfolio, ranked #6.

Birchcreek Wealth Management first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Birchcreek Wealth Management held 44,749 shares of Invesco S&P 500 Equal Weight ETF worth $8.59M as of Q1 2026.
  • Birchcreek Wealth Management bought 386 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $76.5K.
  • Invesco S&P 500 Equal Weight ETF made up 4.14% of Birchcreek Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Birchcreek Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.