Briaud Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Briaud Financial Planning’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	$358K	Buy	1,682 +6	+0.4%	+$1.23K	0.09%	28
2026 Q1	$322K	Hold	1,676	–	–	0.08%	28
2025 Q4	$321K	Hold	1,676	–	–	0.08%	25
2025 Q3	$318K	Hold	1,676	–	–	0.1%	24
2025 Q2	$304K	Hold	1,676	–	–	0.12%	24
2025 Q1	$290K	Hold	1,676	–	–	0.12%	24
2024 Q4	$293K	Hold	1,676	–	–	0.12%	22
2024 Q3	$300K	Buy	+1,676	New	+$286K	0.15%	19

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

Briaud Financial Planning's RSP Position: Q2 2026 in Review

Briaud Financial Planning increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.36% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,682 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #28.

Briaud Financial Planning first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Briaud Financial Planning held 1,682 shares of Invesco S&P 500 Equal Weight ETF worth $358K as of Q2 2026.
Briaud Financial Planning bought 6 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.23K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Briaud Financial Planning's portfolio in Q2 2026, its #28 holding.
Briaud Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.