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

BKM 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	$2.35M	Sell	11,052 -607	-5%	-$124K	0.83%	32
2026 Q1	$2.24M	Buy	11,659 +12	+0.1%	+$2.38K	0.82%	35
2025 Q4	$2.23M	Sell	11,647 -78	-0.7%	-$14.8K	0.82%	36
2025 Q3	$2.22M	Sell	11,725 -15	-0.1%	-$2.79K	0.82%	36
2025 Q2	$2.13M	Sell	11,740 -168	-1%	-$29K	0.83%	33
2025 Q1	$2.06M	Buy	11,908 +308	+3%	+$54.8K	0.85%	36
2024 Q4	$2.03M	Buy	11,600 +520	+5%	+$94K	0.83%	33
2024 Q3	$1.99M	Sell	11,080 -524	-5%	-$89.5K	0.81%	32
2024 Q2	$1.91M	Sell	11,604 -166	-1%	-$27.3K	0.92%	32
2024 Q1	$1.99M	Sell	11,770 -4,235	-26%	-$680K	0.86%	30
2023 Q4	$2.53M	Buy	+16,005	New	+$2.33M	1.08%	19

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

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

BKM Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.2% in Q2 2026, selling an estimated $124K and leaving 11,052 shares worth $2.35M. The position accounts for 0.83% of the portfolio, ranked #32.

BKM Wealth Management first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2023. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BKM Wealth Management held 11,052 shares of Invesco S&P 500 Equal Weight ETF worth $2.35M as of Q2 2026.
BKM Wealth Management sold 607 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $124K.
Invesco S&P 500 Equal Weight ETF made up 0.83% of BKM Wealth Management's portfolio in Q2 2026, its #32 holding.
BKM Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.53M in Q4 2023.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.