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

Brown 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
2025 Q3	–	Sell	-9,940	Closed	-$1.81M	–	164
2025 Q2	$1.81M	Sell	9,940 -185	-2%	-$31.9K	0.71%	48
2025 Q1	$1.75M	Buy	+10,125	New	+$1.8M	0.72%	49

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Financial Advisors's RSP Position: Q3 2025 in Review

Brown Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 9,940 shares — an estimated $1.81M sold.

Brown Financial Advisors first reported a position in RSP in Q1 2025 and held it in 2 quarters. The position peaked at $1.81M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Brown Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Brown Financial Advisors sold 9,940 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $1.81M.
Brown Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and held it in 2 quarters.
Brown Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.81M in Q2 2025.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.