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

BNC 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 Q3	$277K	Buy	1,333 +235	+21%	+$50.8K	0.06%	89
2026 Q2	$234K	Sell	1,098 -2,725	-71%	-$558K	0.06%	97
2026 Q1	$734K	Buy	+3,823	New	+$758K	0.2%	64
2024 Q1	–	Sell	-5,153	Closed	-$813K	–	105
2023 Q4	$813K	Buy	+5,153	New	+$749K	0.38%	57
2020 Q4	–	Sell	-18	Closed	-$2K	–	391
2020 Q3	$2K	Buy	+18	New	+$1.94K	﹤0.01%	457

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

BNC Wealth Management's RSP Position: Q3 2026 in Review

BNC Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q3 2026, buying an estimated $50.8K and bringing the position to 1,333 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #89.

BNC Wealth Management first reported a position in RSP in Q3 2020 and has held it in 5 quarters since. The position peaked at $813K in Q4 2023. 617 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

BNC Wealth Management held 1,333 shares of Invesco S&P 500 Equal Weight ETF worth $277K as of Q3 2026.
BNC Wealth Management bought 235 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $50.8K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of BNC Wealth Management's portfolio in Q3 2026, its #89 holding.
BNC Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 5 quarters since.
BNC Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $813K in Q4 2023.
617 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.