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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

BNC Wealth Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 3,823 shares worth $734K. The stake represents 0.2% of the portfolio and ranks #64 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in RSP as recently as Q4 2023.

BNC Wealth Management first reported a position in RSP in Q3 2020 and has held it in 3 quarters since. The position peaked at $813K in Q4 2023. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

BNC Wealth Management held 3,823 shares of Invesco S&P 500 Equal Weight ETF worth $734K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new BNC Wealth Management position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.2% of BNC Wealth Management's portfolio in Q1 2026, its #64 holding.
BNC Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 3 quarters since.
BNC Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $813K in Q4 2023.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.