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 Q2	$153K	Sell	720 -1,746	-71%	-$357K	0.06%	86
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 $1.89T 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

Burk Holdings's RSP Position: Q2 2026 in Review

Burk Holdings reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 71% in Q2 2026, selling an estimated $357K and leaving 720 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #86.

Burk Holdings first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. The position peaked at $473K in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Burk Holdings held 720 shares of Invesco S&P 500 Equal Weight ETF worth $153K as of Q2 2026.
Burk Holdings sold 1,746 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $357K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Burk Holdings's portfolio in Q2 2026, its #86 holding.
Burk Holdings first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
Burk Holdings's Invesco S&P 500 Equal Weight ETF position peaked at $473K in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.