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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
Q3 		$1.73M Buy
8,335
+35
+0.4% +$7.56K 0.99% 22
2026
Q2 		$1.77M Buy
+8,300
New +$1.7M 1.01% 25

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

J. M. Brown & Associates's RSP Position: Q3 2026 in Review

J. M. Brown & Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.42% in Q3 2026, buying an estimated $7.56K and bringing the position to 8,335 shares worth $1.73M. The position accounts for 0.99% of the portfolio, ranked #22.

J. M. Brown & Associates first reported a position in RSP in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.77M in Q2 2026. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • J. M. Brown & Associates held 8,335 shares of Invesco S&P 500 Equal Weight ETF worth $1.73M as of Q3 2026.
  • J. M. Brown & Associates bought 35 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $7.56K.
  • Invesco S&P 500 Equal Weight ETF made up 0.99% of J. M. Brown & Associates's portfolio in Q3 2026, its #22 holding.
  • J. M. Brown & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2026 and has held it in 2 quarters since.
  • J. M. Brown & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $1.77M in Q2 2026.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.