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Hazlett, Burt & Watson’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Hazlett, Burt & Watson’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 		$253K Buy
1,188
+28
+2% +$5.73K 0.07% 234
2026
Q1 		$223K Buy
1,160
+1
+0.1% +$198 0.07% 237
2025
Q4 		$222K Buy
1,159
+72
+7% +$13.7K 0.07% 237
2025
Q3 		$207K Buy
1,087
+756
+228% +$141K 0.07% 224
2025
Q2 		$60K Sell
331
-261
-44% -$45K 0.02% 349
2025
Q1 		$102K Buy
592
+2
+0.3% +$356 0.05% 273
2024
Q4 		$103K Buy
590
+27
+5% +$4.88K 0.05% 274
2024
Q3 		$101K Buy
563
+1
+0.2% +$171 0.05% 279
2024
Q2 		$93K Buy
562
+1
+0.2% +$164 0.05% 272
2024
Q1 		$95K Buy
561
+257
+85% +$41.3K 0.06% 251
2023
Q4 		$48K Hold
304
– – 0.03% 313
2023
Q3 		$43K Buy
304
+15
+5% +$2.24K 0.03% 316
2023
Q2 		$43K Buy
289
+35
+14% +$5.04K 0.03% 329
2023
Q1 		$37K Sell
254
-65
-20% -$9.52K 0.03% 320
2022
Q4 		$45K Hold
319
– – 0.04% 286
2022
Q3 		$40K Buy
319
+65
+26% +$9.17K 0.04% 290
2022
Q2 		$34K Hold
254
– – 0.03% 312
2022
Q1 		$40K Buy
+254
New +$39.6K 0.03% 313

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Hazlett, Burt & Watson's RSP Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.4% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,188 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #234.

Hazlett, Burt & Watson first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Hazlett, Burt & Watson held 1,188 shares of Invesco S&P 500 Equal Weight ETF worth $253K as of Q2 2026.
  • Hazlett, Burt & Watson bought 28 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $5.73K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #234 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.