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

BXM Wealth’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 		$236K Hold
1,107
– – 0.13% 147
2026
Q1 		$212K Sell
1,107
-223
-17% -$44.2K 0.16% 127
2025
Q4 		$255K Buy
+1,330
New +$252K 0.2% 106

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

BXM Wealth's RSP Position: Q2 2026 in Review

BXM Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,107 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #147.

BXM Wealth first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 790 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • BXM Wealth held 1,107 shares of Invesco S&P 500 Equal Weight ETF worth $236K as of Q2 2026.
  • BXM Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of BXM Wealth's portfolio in Q2 2026, its #147 holding.
  • BXM Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • BXM Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $255K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.