Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Brandywine Oak Private 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
Q3 		– Sell
-3,512
Closed -$747K – 251
2026
Q2 		$747K Sell
3,512
-40
-1% -$8.19K 0.06% 132
2026
Q1 		$682K Buy
3,552
+30
+0.9% +$5.94K 0.06% 136
2025
Q4 		$675K Hold
3,522
– – 0.06% 134
2025
Q3 		$668K Hold
3,522
– – 0.06% 133
2025
Q2 		$640K Hold
3,522
– – 0.06% 130
2025
Q1 		$610K Hold
3,522
– – 0.06% 132
2024
Q4 		$617K Hold
3,522
– – 0.06% 134
2024
Q3 		$631K Sell
3,522
-100
-3% -$17.1K 0.06% 132
2024
Q2 		$595K Sell
3,622
-100
-3% -$16.4K 0.06% 132
2024
Q1 		$630K Sell
3,722
-37
-1% -$5.94K 0.07% 134
2023
Q4 		$593K Sell
3,759
-551
-13% -$80K 0.07% 131
2023
Q3 		$611K Buy
4,310
+2
+0% +$299 0.07% 126
2023
Q2 		$645K Buy
4,308
+2
+0% +$288 0.07% 134
2023
Q1 		$623K Sell
4,306
-424
-9% -$62.1K 0.07% 137
2022
Q4 		$668K Sell
4,730
-9
-0.2% -$1.26K 0.08% 132
2022
Q3 		$603K Sell
4,739
-1,479
-24% -$209K 0.08% 136
2022
Q2 		$834K Buy
6,218
+3
+0% +$439 0.11% 120
2022
Q1 		$980K Buy
6,215
+11
+0.2% +$1.72K 0.11% 128
2021
Q4 		$1.01M Sell
6,204
-222
-3% -$35.1K 0.11% 134
2021
Q3 		$962K Buy
6,426
+64
+1% +$9.8K 0.11% 128
2021
Q2 		$959K Buy
6,362
+116
+2% +$17.3K 0.11% 132
2021
Q1 		$884K Buy
6,246
+25
+0.4% +$3.37K 0.13% 105
2020
Q4 		$793K Sell
6,221
-210
-3% -$25K 0.12% 105
2020
Q3 		$695K Buy
6,431
+2
+0% +$216 0.12% 108
2020
Q2 		$654K Buy
6,429
+3,669
+133% +$354K 0.12% 108
2020
Q1 		$227K Buy
+2,760
New +$293K 0.05% 193
2019
Q1 		– Sell
-1,301
Closed -$118K – 534
2018
Q4 		$118K Buy
+1,301
New +$129K 0.03% 257

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Brandywine Oak Private Wealth's RSP Position: Q3 2026 in Review

Brandywine Oak Private Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026, closing a stake of 3,512 shares — an estimated $747K sold.

Brandywine Oak Private Wealth first reported a position in RSP in Q4 2018 and held it in 27 quarters. The position peaked at $1.01M in Q4 2021. 1,265 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Brandywine Oak Private Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2026 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,512 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $747K.
  • Brandywine Oak Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 27 quarters.
  • Brandywine Oak Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $1.01M in Q4 2021.
  • 1,265 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.