BRM
RSP icon

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
Q1 		$891K Sell
4,647
-1,665
-26% -$330K 0.21% 70
2025
Q4 		$1.21M Buy
6,312
+3,127
+98% +$594K 0.28% 67
2025
Q3 		$604K Buy
3,185
+94
+3% +$17.5K 0.13% 82
2025
Q2 		$561K Buy
3,091
+346
+13% +$59.7K 0.13% 81
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Boston Research & Management's RSP Position: Q1 2026 in Review

Boston Research & Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 26% in Q1 2026, selling an estimated $330K and leaving 4,647 shares worth $891K. The position accounts for 0.21% of the portfolio, ranked #70.

Boston Research & Management first reported a position in RSP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Boston Research & Management held 4,647 shares of Invesco S&P 500 Equal Weight ETF worth $891K as of Q1 2026.
  • Boston Research & Management sold 1,665 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $330K.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of Boston Research & Management's portfolio in Q1 2026, its #70 holding.
  • Boston Research & Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 13 quarters since.
  • Boston Research & Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.21M in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.