Burney Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Burney Company’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	$426K	Sell	2,004 -26	-1%	-$5.32K	0.01%	484
2026 Q1	$390K	Buy	2,030 +196	+11%	+$38.8K	0.01%	468
2025 Q4	$351K	Buy	1,834 +171	+10%	+$32.5K	0.01%	504
2025 Q3	$315K	Buy	1,663 +184	+12%	+$34.3K	0.01%	495
2025 Q2	$269K	Buy	+1,479	New	+$255K	0.01%	509
2025 Q1	–	Sell	-2,478	Closed	-$434K	–	596
2024 Q4	$434K	Sell	2,478 -2,013	-45%	-$364K	0.02%	447
2024 Q3	$805K	Sell	4,491 -12	-0.3%	-$2.05K	0.03%	359
2024 Q2	$740K	Sell	4,503 -359	-7%	-$59.1K	0.03%	366
2024 Q1	$824K	Buy	4,862 +2,815	+138%	+$452K	0.03%	358
2023 Q4	$323K	Buy	+2,047	New	+$297K	0.01%	486
2022 Q2	–	Sell	-1,282	Closed	-$202K	–	575
2022 Q1	$202K	Sell	1,282 -124	-9%	-$19.3K	0.01%	562
2021 Q4	$229K	Buy	1,406 +65	+5%	+$10.3K	0.01%	548
2021 Q3	$201K	Buy	+1,341	New	+$205K	0.01%	559

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

Burney Company's RSP Position: Q2 2026 in Review

Burney Company reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.3% in Q2 2026, selling an estimated $5.32K and leaving 2,004 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #484.

Burney Company first reported a position in RSP in Q3 2021 and has held it in 13 quarters since. The position peaked at $824K in Q1 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Burney Company held 2,004 shares of Invesco S&P 500 Equal Weight ETF worth $426K as of Q2 2026.
Burney Company sold 26 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.32K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #484 holding.
Burney Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 13 quarters since.
Burney Company's Invesco S&P 500 Equal Weight ETF position peaked at $824K in Q1 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.