BTWM
RSP icon

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

Brass Tax 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
2025
Q3 		$211K Hold
1,114
– – 0.04% 233
2025
Q2 		$202K Buy
+1,114
New +$192K 0.04% 225

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Brass Tax Wealth Management's RSP Position: Q3 2025 in Review

Brass Tax Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2025 at 1,114 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #233.

Brass Tax Wealth Management first reported a position in RSP in Q2 2025 and has held it in 2 quarters since. 1,949 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Brass Tax Wealth Management held 1,114 shares of Invesco S&P 500 Equal Weight ETF worth $211K as of Q3 2025.
  • Brass Tax Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #233 holding.
  • Brass Tax Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.