BMM
RSP icon

Buffington Mohr McNeal’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Buffington Mohr McNeal’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
Q1 		$3.75M Sell
21,627
-8,336
-28% -$1.48M 0.74% 36
2024
Q4 		$5.25M Sell
29,963
-804
-3% -$145K 0.87% 34
2024
Q3 		$5.51M Sell
30,767
-8,148
-21% -$1.39M 0.91% 36
2024
Q2 		$6.39M Buy
38,915
+1,002
+3% +$165K 1.12% 32
2024
Q1 		$6.42M Buy
37,913
+11,437
+43% +$1.84M 1.16% 30
2023
Q4 		$4.18M Buy
26,476
+8,574
+48% +$1.25M 0.84% 35
2023
Q3 		$2.54M Sell
17,902
-210
-1% -$31.4K 0.58% 41
2023
Q2 		$2.71M Sell
18,112
-25
-0.1% -$3.6K 0.59% 41
2023
Q1 		$2.62M Buy
18,137
+240
+1% +$35.1K 0.6% 39
2022
Q4 		$2.53M Sell
17,897
-150
-0.8% -$21K 0.59% 41
2022
Q3 		$2.3M Sell
18,047
-450
-2% -$63.5K 0.55% 43
2022
Q2 		$2.48M Sell
18,497
-1,200
-6% -$176K 0.54% 45
2022
Q1 		$3.11M Buy
19,697
+5,685
+41% +$886K 0.59% 41
2021
Q4 		$2.28M Buy
14,012
+1,250
+10% +$198K 0.39% 47
2021
Q3 		$1.91M Sell
12,762
-185
-1% -$28.3K 0.37% 51
2021
Q2 		$1.95M Sell
12,947
-515
-4% -$76.7K 0.38% 48
2021
Q1 		$1.91M Buy
13,462
+50
+0.4% +$6.75K 0.41% 48
2020
Q4 		$1.71M Sell
13,412
-890
-6% -$106K 0.4% 47
2020
Q3 		$1.55M Sell
14,302
-92
-0.6% -$9.93K 0.41% 46
2020
Q2 		$1.47M Buy
14,394
+1,053
+8% +$102K 0.41% 48
2020
Q1 		$1.12M Buy
13,341
+555
+4% +$59K 0.37% 54
2019
Q4 		$1.48M Sell
12,786
-725
-5% -$80.5K 0.42% 47
2019
Q3 		$1.46M Buy
13,511
+35
+0.3% +$3.76K 0.45% 45
2019
Q2 		$1.45M Buy
13,476
+455
+3% +$48.2K 0.45% 49
2019
Q1 		$1.36M Sell
13,021
-1,651
-11% -$167K 0.44% 50
2018
Q4 		$1.34M Buy
14,672
+1,200
+9% +$119K 0.54% 43
2018
Q3 		$1.44M Buy
13,472
+1,105
+9% +$117K 0.5% 48
2018
Q2 		$1.26M Buy
12,367
+725
+6% +$73.5K 0.47% 48
2018
Q1 		$1.16M Sell
11,642
-362
-3% -$37K 0.44% 51
2017
Q4 		$1.21M Buy
12,004
+980
+9% +$96.2K 0.46% 51
2017
Q3 		$1.07M Sell
11,024
-843
-7% -$78.9K 0.42% 52
2017
Q2 		$1.1M Buy
+11,867
New +$1.09M 0.43% 57
2017
Q1 		– Sell
-1,662
Closed -$144K – 126
2016
Q4 		$144K Sell
1,662
-10
-0.6% -$845 0.06% 135
2016
Q3 		$139K Hold
1,672
– – 0.06% 129
2016
Q2 		$134K Hold
1,672
– – 0.06% 137
2016
Q1 		$131K Buy
+1,672
New +$123K 0.06% 149

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buffington Mohr McNeal's RSP Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q1 2025, selling an estimated $1.48M and leaving 21,627 shares worth $3.75M. The position accounts for 0.74% of the portfolio, ranked #36.

Buffington Mohr McNeal first reported a position in RSP in Q1 2016 and has held it in 36 quarters since. The position peaked at $6.42M in Q1 2024. 1,941 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • Buffington Mohr McNeal held 21,627 shares of Invesco S&P 500 Equal Weight ETF worth $3.75M as of Q1 2025.
  • Buffington Mohr McNeal sold 8,336 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $1.48M.
  • Invesco S&P 500 Equal Weight ETF made up 0.74% of Buffington Mohr McNeal's portfolio in Q1 2025, its #36 holding.
  • Buffington Mohr McNeal first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2016 and has held it in 36 quarters since.
  • Buffington Mohr McNeal's Invesco S&P 500 Equal Weight ETF position peaked at $6.42M in Q1 2024.
  • 1,941 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.