BSWM
RSP icon

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

Boston Standard 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 		$431K Buy
2,012
+53
+3% +$10.8K 0.06% 41
2026
Q1 		$377K Buy
1,959
+7
+0.4% +$1.39K 0.06% 41
2025
Q4 		$374K Sell
1,952
-45
-2% -$8.54K 0.06% 40
2025
Q3 		$379K Buy
1,997
+7
+0.4% +$1.3K 0.06% 36
2025
Q2 		$362K Buy
1,990
+768
+63% +$133K 0.07% 37
2025
Q1 		$201K Sell
1,222
-487
-28% -$86.6K 0.04% 46
2024
Q4 		$300K Buy
1,709
+61
+4% +$11K 0.06% 41
2024
Q3 		$295K Buy
1,648
+426
+35% +$72.8K 0.06% 40
2024
Q2 		$201K Buy
1,222
+3
+0.2% +$493 0.04% 46
2024
Q1 		$206K Buy
+1,219
New +$196K 0.05% 46

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Standard Wealth Management's RSP Position: Q2 2026 in Review

Boston Standard Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,012 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #41.

Boston Standard Wealth Management first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Boston Standard Wealth Management held 2,012 shares of Invesco S&P 500 Equal Weight ETF worth $431K as of Q2 2026.
  • Boston Standard Wealth Management bought 53 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.8K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Boston Standard Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Boston Standard Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.