Hazlett, Burt & Watson
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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
Q3 		$279K Buy
1,343
+155
+13% +$33.5K 0.07% 221
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% -$9.5K 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 $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Hazlett, Burt & Watson's RSP Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q3 2026, buying an estimated $33.5K and bringing the position to 1,343 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #221.

Hazlett, Burt & Watson first reported a position in RSP in Q1 2022 and has held it in 19 quarters since. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Hazlett, Burt & Watson held 1,343 shares of Invesco S&P 500 Equal Weight ETF worth $279K as of Q3 2026.
  • Hazlett, Burt & Watson bought 155 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $33.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #221 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 19 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.