Joseph P. Lucia & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Joseph P. Lucia & 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	$6.53M	Buy	30,687 +1,540	+5%	+$315K	1.96%	14
2026 Q1	$5.59M	Buy	29,147 +2,746	+10%	+$544K	2%	16
2025 Q4	$5.06M	Buy	26,401 +2,439	+10%	+$463K	1.82%	14
2025 Q3	$4.55M	Buy	23,962 +1,156	+5%	+$215K	1.71%	14
2025 Q2	$4.14M	Buy	22,806 +1,513	+7%	+$261K	1.7%	17
2025 Q1	$3.69M	Buy	21,293 +893	+4%	+$159K	1.69%	17
2024 Q4	$3.57M	Buy	20,400 +3,035	+17%	+$549K	1.59%	18
2024 Q3	$3.11M	Buy	17,365 +7,856	+83%	+$1.34M	1.43%	23
2024 Q2	$1.56M	Buy	9,509 +5,544	+140%	+$912K	0.8%	42
2024 Q1	$672K	Buy	+3,965	New	+$637K	0.36%	65

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

CAM

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

Joseph P. Lucia & Associates's RSP Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.3% in Q2 2026, buying an estimated $315K and bringing the position to 30,687 shares worth $6.53M. The position accounts for 1.96% of the portfolio, ranked #14.

Joseph P. Lucia & Associates first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Joseph P. Lucia & Associates held 30,687 shares of Invesco S&P 500 Equal Weight ETF worth $6.53M as of Q2 2026.
Joseph P. Lucia & Associates bought 1,540 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $315K.
Invesco S&P 500 Equal Weight ETF made up 1.96% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #14 holding.
Joseph P. Lucia & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.