Burk Holdings’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Burk Holdings’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 Q1	$473K	Buy	2,466 +26	+1%	+$5.15K	0.2%	54
2025 Q4	$467K	Hold	2,440	–	–	0.22%	55
2025 Q3	$463K	Buy	+2,440	New	+$455K	0.25%	48

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Burk Holdings's RSP Position: Q1 2026 in Review

Burk Holdings increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q1 2026, buying an estimated $5.15K and bringing the position to 2,466 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #54.

Burk Holdings first reported a position in RSP in Q3 2025 and has held it in 3 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Burk Holdings held 2,466 shares of Invesco S&P 500 Equal Weight ETF worth $473K as of Q1 2026.
Burk Holdings bought 26 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $5.15K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Burk Holdings's portfolio in Q1 2026, its #54 holding.
Burk Holdings first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.