Boston Research & Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Boston Research & 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	$1M	Buy	4,705 +57	+1%	+$11.7K	0.22%	71
2026 Q1	$892K	Sell	4,648 -1,664	-26%	-$330K	0.21%	71
2025 Q4	$1.21M	Buy	6,312 +3,123	+98%	+$593K	0.27%	68
2025 Q3	$605K	Buy	3,189 +98	+3%	+$18.3K	0.13%	83
2025 Q2	$562K	Buy	3,091 +346	+13%	+$59.7K	0.13%	82
2025 Q1	$475K	Buy	2,745 +48	+2%	+$8.54K	0.12%	84
2024 Q4	$472K	Buy	2,697 +7	+0.3%	+$1.27K	0.12%	85
2024 Q3	$481K	Buy	2,690 +109	+4%	+$18.6K	0.11%	87
2024 Q2	$424K	Buy	2,581 +296	+13%	+$48.7K	0.11%	91
2024 Q1	$387K	Sell	2,285 -192	-8%	-$30.8K	0.1%	93
2023 Q4	$390K	Buy	2,477 +532	+27%	+$77.3K	0.1%	91
2023 Q3	$275K	Buy	1,945 +148	+8%	+$22.1K	0.08%	99
2023 Q2	$268K	Buy	1,797 +384	+27%	+$55.3K	0.08%	100
2023 Q1	$204K	Buy	+1,413	New	+$207K	0.06%	109

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

Boston Research & Management's RSP Position: Q2 2026 in Review

Boston Research & Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 4,705 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #71.

Boston Research & Management first reported a position in RSP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Boston Research & Management held 4,705 shares of Invesco S&P 500 Equal Weight ETF worth $1M as of Q2 2026.
Boston Research & Management bought 57 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.7K.
Invesco S&P 500 Equal Weight ETF made up 0.22% of Boston Research & Management's portfolio in Q2 2026, its #71 holding.
Boston Research & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
Boston Research & Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.