BSW Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BSW Wealth Partners’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	$508K	Buy	2,385 +14	+0.6%	+$2.87K	0.06%	183
2026 Q1	$455K	Sell	2,371 -99	-4%	-$19.6K	0.06%	188
2025 Q4	$473K	Hold	2,470	–	–	0.06%	186
2025 Q3	$469K	Hold	2,470	–	–	0.06%	183
2025 Q2	$449K	Hold	2,470	–	–	0.06%	180
2025 Q1	$428K	Sell	2,470 -120	-5%	-$21.3K	0.07%	179
2024 Q4	$454K	Buy	+2,590	New	+$468K	0.07%	174

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BSW Wealth Partners's RSP Position: Q2 2026 in Review

BSW Wealth Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.59% in Q2 2026, buying an estimated $2.87K and bringing the position to 2,385 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #183.

BSW Wealth Partners first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BSW Wealth Partners held 2,385 shares of Invesco S&P 500 Equal Weight ETF worth $508K as of Q2 2026.
BSW Wealth Partners bought 14 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.87K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #183 holding.
BSW Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.