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Brindle & Bay Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Brindle & Bay Financial Advisors’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 		$2.61M Buy
12,261
+2,178
+22% +$446K 1.3% 19
2026
Q1 		$1.94M Buy
10,083
+644
+7% +$128K 1.19% 22
2025
Q4 		$1.81M Buy
+9,439
New +$1.79M 1.2% 23

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Brindle & Bay Financial Advisors's RSP Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 22% in Q2 2026, buying an estimated $446K and bringing the position to 12,261 shares worth $2.61M. The position accounts for 1.3% of the portfolio, ranked #19.

Brindle & Bay Financial Advisors first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 2,301 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Brindle & Bay Financial Advisors held 12,261 shares of Invesco S&P 500 Equal Weight ETF worth $2.61M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 2,178 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $446K.
  • Invesco S&P 500 Equal Weight ETF made up 1.3% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Brindle & Bay Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.