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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brown Wealth Management's RSP Position: Q2 2026 in Review

Brown Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $84.9K and bringing the position to 4,473 shares worth $952K. The position accounts for 0.21% of the portfolio, ranked #57.

Brown Wealth Management first reported a position in RSP in Q2 2023 and has held it in 5 quarters since. The position peaked at $6.96M in Q4 2023. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Brown Wealth Management held 4,473 shares of Invesco S&P 500 Equal Weight ETF worth $952K as of Q2 2026.
  • Brown Wealth Management bought 415 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $84.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of Brown Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Brown Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 5 quarters since.
  • Brown Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.96M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.