BFC Planning, Inc.’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BFC Planning, Inc.’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	$8.16M	Buy	38,336 +1,264	+3%	+$259K	0.33%	57
2026 Q1	$7.11M	Buy	37,072 +315	+0.9%	+$62.4K	0.32%	56
2025 Q4	$7.04M	Buy	36,757 +19,995	+119%	+$3.8M	0.31%	64
2025 Q3	$3.18M	Sell	16,762 -111	-0.7%	-$20.7K	0.23%	84
2025 Q2	$3.07M	Sell	16,873 -477	-3%	-$82.3K	0.24%	83
2025 Q1	$3.01M	Buy	17,350 +2,313	+15%	+$411K	0.27%	81
2024 Q4	$2.64M	Buy	+15,037	New	+$2.72M	0.22%	88

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

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

BFC Planning, Inc.'s RSP Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.4% in Q2 2026, buying an estimated $259K and bringing the position to 38,336 shares worth $8.16M. The position accounts for 0.33% of the portfolio, ranked #57.

BFC Planning, Inc. first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,328 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

BFC Planning, Inc. held 38,336 shares of Invesco S&P 500 Equal Weight ETF worth $8.16M as of Q2 2026.
BFC Planning, Inc. bought 1,264 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $259K.
Invesco S&P 500 Equal Weight ETF made up 0.33% of BFC Planning, Inc.'s portfolio in Q2 2026, its #57 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,328 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.