Brown Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Brown Wealth Management’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 Q3	$6.35M	Buy	30,512 +26,039	+582%	+$5.63M	1.39%	17
2026 Q2	$952K	Buy	4,473 +415	+10%	+$84.9K	0.21%	57
2026 Q1	$779K	Buy	+4,058	New	+$804K	0.2%	63
2024 Q1	–	Sell	-44,118	Closed	-$6.96M	–	97
2023 Q4	$6.96M	Buy	44,118 +2,492	+6%	+$362K	3.08%	11
2023 Q3	$5.9M	Buy	41,626 +25,343	+156%	+$3.79M	2.81%	12
2023 Q2	$2.44M	Buy	+16,283	New	+$2.35M	1.26%	24

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Brown Wealth Management's RSP Position: Q3 2026 in Review

Brown Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 582% in Q3 2026, buying an estimated $5.63M and bringing the position to 30,512 shares worth $6.35M. The position accounts for 1.39% of the portfolio, ranked #17.

Brown Wealth Management first reported a position in RSP in Q2 2023 and has held it in 6 quarters since. The position peaked at $6.96M in Q4 2023. 680 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Brown Wealth Management held 30,512 shares of Invesco S&P 500 Equal Weight ETF worth $6.35M as of Q3 2026.
Brown Wealth Management bought 26,039 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $5.63M.
Invesco S&P 500 Equal Weight ETF made up 1.39% of Brown Wealth Management's portfolio in Q3 2026, its #17 holding.
Brown Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 6 quarters since.
Brown Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.96M in Q4 2023.
680 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.