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 Q2	$9M	Sell	42,281 -2,468	-6%	-$505K	3.5%	7
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 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

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

Birchcreek Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.5% in Q2 2026, selling an estimated $505K and leaving 42,281 shares worth $9M. The position accounts for 3.5% of the portfolio, ranked #7.

Birchcreek Wealth Management first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Birchcreek Wealth Management held 42,281 shares of Invesco S&P 500 Equal Weight ETF worth $9M as of Q2 2026.
Birchcreek Wealth Management sold 2,468 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $505K.
Invesco S&P 500 Equal Weight ETF made up 3.5% of Birchcreek Wealth Management's portfolio in Q2 2026, its #7 holding.
Birchcreek Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.