J. M. Brown & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

J. M. Brown & Associates’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	$1.77M	Buy	+8,300	New	+$1.7M	1.01%	25

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J. M. Brown & Associates's RSP Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 8,300 shares worth $1.77M. The stake represents 1.01% of the portfolio and ranks #25 among its holdings.

2,232 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

J. M. Brown & Associates held 8,300 shares of Invesco S&P 500 Equal Weight ETF worth $1.77M as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new J. M. Brown & Associates position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 1.01% of J. M. Brown & Associates's portfolio in Q2 2026, its #25 holding.
2,232 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.