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Braun Stacey Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Braun Stacey Associates’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 		$635K Hold
3,311
– – 0.02% 100
2025
Q4 		$634K Buy
3,311
+1
+0% +$190 0.02% 99
2025
Q3 		$628K Buy
3,310
+5
+0.2% +$932 0.02% 102
2025
Q2 		$601K Sell
3,305
-1
-0% -$173 0.02% 102
2025
Q1 		$573K Hold
3,306
– – 0.02% 106
2024
Q4 		$579K Sell
3,306
-95
-3% -$17.2K 0.02% 105
2024
Q3 		$609K Sell
3,401
-35
-1% -$5.98K 0.02% 104
2024
Q2 		$564K Hold
3,436
– – 0.02% 107
2024
Q1 		$582K Hold
3,436
– – 0.02% 103
2023
Q4 		$542K Hold
3,436
– – 0.02% 105
2023
Q3 		$487K Hold
3,436
– – 0.02% 107
2023
Q2 		$514K Sell
3,436
-3,436
-50% -$495K 0.02% 112
2023
Q1 		$994K Buy
6,872
+3,436
+100% +$503K 0.03% 117
2022
Q4 		$485K Hold
3,436
– – 0.03% 112
2022
Q3 		$437K Sell
3,436
-115
-3% -$16.2K 0.03% 113
2022
Q2 		$477K Sell
3,551
-360
-9% -$52.7K 0.03% 118
2022
Q1 		$617K Hold
3,911
– – 0.03% 122
2021
Q4 		$637K Hold
3,911
– – 0.02% 122
2021
Q3 		$586K Sell
3,911
-175
-4% -$26.8K 0.02% 122
2021
Q2 		$616K Sell
4,086
-230
-5% -$34.2K 0.02% 120
2021
Q1 		$611K Sell
4,316
-405
-9% -$54.6K 0.03% 120
2020
Q4 		$602K Sell
4,721
-595
-11% -$70.8K 0.03% 117
2020
Q3 		$575K Sell
5,316
-955
-15% -$103K 0.03% 113
2020
Q2 		$638K Sell
6,271
-45
-0.7% -$4.34K 0.04% 108
2020
Q1 		$531K Sell
6,316
-75
-1% -$7.97K 0.04% 113
2019
Q4 		$740K Hold
6,391
– – 0.04% 111
2019
Q3 		$691K Sell
6,391
-45
-0.7% -$4.83K 0.04% 106
2019
Q2 		$694K Buy
6,436
+1
+0% +$106 0.04% 108
2019
Q1 		$672K Hold
6,435
– – 0.04% 109
2018
Q4 		$588K Sell
6,435
-40
-0.6% -$3.96K 0.05% 111
2018
Q3 		$692K Sell
6,475
-1,715
-21% -$181K 0.04% 115
2018
Q2 		$834K Buy
8,190
+20
+0.2% +$2.03K 0.06% 112
2018
Q1 		$813K Buy
8,170
+250
+3% +$25.6K 0.06% 116
2017
Q4 		$800K Sell
7,920
-320
-4% -$31.4K 0.05% 119
2017
Q3 		$787K Sell
8,240
-280
-3% -$26.2K 0.05% 117
2017
Q2 		$790K Buy
8,520
+35
+0.4% +$3.21K 0.05% 119
2017
Q1 		$771K Hold
8,485
– – 0.05% 122
2016
Q4 		$735K Sell
8,485
-110
-1% -$9.29K 0.05% 133
2016
Q3 		$718K Buy
8,595
+390
+5% +$32.5K 0.05% 121
2016
Q2 		$659K Sell
8,205
-350
-4% -$27.8K 0.04% 118
2016
Q1 		$672K Sell
8,555
-220
-3% -$16.2K 0.04% 117
2015
Q4 		$673K Sell
8,775
-150
-2% -$11.6K 0.04% 112
2015
Q3 		$657K Buy
8,925
+310
+4% +$24.1K 0.04% 115
2015
Q2 		$687K Buy
8,615
+10
+0.1% +$819 0.03% 217
2015
Q1 		$697K Buy
8,605
+410
+5% +$33K 0.04% 112
2014
Q4 		$656K Buy
8,195
+3,735
+84% +$290K 0.04% 118
2014
Q3 		$338K Buy
4,460
+670
+18% +$51.4K 0.02% 132
2014
Q2 		$291K Buy
+3,790
New +$281K 0.02% 142

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 $2.26B AUM 7.02% 1-Year Est. Return

Braun Stacey Associates's RSP Position: Q1 2026 in Review

Braun Stacey Associates held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 3,311 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #100.

Braun Stacey Associates first reported a position in RSP in Q2 2014 and has held it in 48 quarters since. The position peaked at $994K in Q1 2023. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Braun Stacey Associates held 3,311 shares of Invesco S&P 500 Equal Weight ETF worth $635K as of Q1 2026.
  • Braun Stacey Associates left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Braun Stacey Associates's portfolio in Q1 2026, its #100 holding.
  • Braun Stacey Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and has held it in 48 quarters since.
  • Braun Stacey Associates's Invesco S&P 500 Equal Weight ETF position peaked at $994K in Q1 2023.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.