LMKC
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L.M. Kohn & Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

L.M. Kohn & Company’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
2025
Q2 		– Sell
-9,659
Closed -$1.67M – 292
2025
Q1 		$1.67M Buy
9,659
+1,757
+22% +$312K 0.44% 42
2024
Q4 		$1.38M Buy
7,902
+583
+8% +$105K 0.36% 53
2024
Q3 		$1.31M Sell
7,319
-4,948
-40% -$845K 0.33% 59
2024
Q2 		$2.04M Sell
12,267
-247
-2% -$40.6K 0.55% 33
2024
Q1 		$2.12M Buy
12,514
+200
+2% +$32.1K 0.6% 29
2023
Q4 		$1.94M Buy
12,314
+1,552
+14% +$225K 0.62% 29
2023
Q3 		$1.52M Buy
10,762
+895
+9% +$134K 0.56% 34
2023
Q2 		$1.48M Buy
9,867
+249
+3% +$35.9K 0.56% 36
2023
Q1 		$1.39M Buy
9,618
+773
+9% +$113K 0.58% 36
2022
Q4 		$1.25M Buy
8,845
+165
+2% +$23.1K 0.58% 42
2022
Q3 		$1.1M Buy
8,680
+320
+4% +$45.1K 0.54% 44
2022
Q2 		$1.12M Sell
8,360
-2,551
-23% -$373K 0.52% 47
2022
Q1 		$1.72M Buy
+10,911
New +$1.7M 0.66% 28

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L.M. Kohn & Company's RSP Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 9,659 shares — an estimated $1.67M sold.

L.M. Kohn & Company first reported a position in RSP in Q1 2022 and held it in 13 quarters. The position peaked at $2.12M in Q1 2024. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • L.M. Kohn & Company reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 9,659 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $1.67M.
  • L.M. Kohn & Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 13 quarters.
  • L.M. Kohn & Company's Invesco S&P 500 Equal Weight ETF position peaked at $2.12M in Q1 2024.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.