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Brookwood Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Brookwood Investment Group’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 		$418K Sell
1,964
-125
-6% -$25.6K 0.05% 341
2026
Q1 		$401K Buy
2,089
+135
+7% +$26.8K 0.05% 329
2025
Q4 		$374K Buy
+1,954
New +$371K 0.04% 346
2025
Q3 		– Sell
-2,277
Closed -$414K – 534
2025
Q2 		$414K Buy
+2,277
New +$393K 0.07% 273

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

Brookwood Investment Group's RSP Position: Q2 2026 in Review

Brookwood Investment Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6% in Q2 2026, selling an estimated $25.6K and leaving 1,964 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #341.

Brookwood Investment Group first reported a position in RSP in Q2 2025 and has held it in 4 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Brookwood Investment Group held 1,964 shares of Invesco S&P 500 Equal Weight ETF worth $418K as of Q2 2026.
  • Brookwood Investment Group sold 125 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $25.6K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #341 holding.
  • Brookwood Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.