Lafayette Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lafayette Investments’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 Q1	$988K	Buy	5,146 +575	+13%	+$114K	0.2%	77
2025 Q4	$876K	Buy	4,571 +739	+19%	+$140K	0.17%	79
2025 Q3	$727K	Hold	3,832	–	–	0.14%	83
2025 Q2	$696K	Buy	3,832 +20	+0.5%	+$3.45K	0.14%	82
2025 Q1	$660K	Buy	3,812 +2,632	+223%	+$468K	0.14%	78
2024 Q4	$207K	Buy	+1,180	New	+$213K	0.04%	142

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Lafayette Investments's RSP Position: Q1 2026 in Review

Lafayette Investments increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q1 2026, buying an estimated $114K and bringing the position to 5,146 shares worth $988K. The position accounts for 0.2% of the portfolio, ranked #77.

Lafayette Investments first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lafayette Investments held 5,146 shares of Invesco S&P 500 Equal Weight ETF worth $988K as of Q1 2026.
Lafayette Investments bought 575 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $114K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Lafayette Investments's portfolio in Q1 2026, its #77 holding.
Lafayette Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.