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

BostonPremier Wealth’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	$3.82M	Buy	17,943 +276	+2%	+$56.5K	1.62%	11
2026 Q1	$3.39M	Buy	17,667 +860	+5%	+$170K	1.75%	11
2025 Q4	$3.22M	Sell	16,807 -1,452	-8%	-$276K	1.65%	12
2025 Q3	$3.46M	Sell	18,259 -20,371	-53%	-$3.8M	1.72%	13
2025 Q2	$7.02M	Sell	38,630 -47	-0.1%	-$8.11K	3.89%	8
2025 Q1	$6.7M	Sell	38,677 -1,700	-4%	-$302K	4.16%	7
2024 Q4	$7.08M	Buy	+40,377	New	+$7.3M	4.29%	8

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

BostonPremier Wealth's RSP Position: Q2 2026 in Review

BostonPremier Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.6% in Q2 2026, buying an estimated $56.5K and bringing the position to 17,943 shares worth $3.82M. The position accounts for 1.62% of the portfolio, ranked #11.

BostonPremier Wealth first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.08M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BostonPremier Wealth held 17,943 shares of Invesco S&P 500 Equal Weight ETF worth $3.82M as of Q2 2026.
BostonPremier Wealth bought 276 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $56.5K.
Invesco S&P 500 Equal Weight ETF made up 1.62% of BostonPremier Wealth's portfolio in Q2 2026, its #11 holding.
BostonPremier Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
BostonPremier Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $7.08M in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.