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 Q2	$1.14M	Buy	5,371 +225	+4%	+$46K	0.21%	77
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 $1.89T 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

Lafayette Investments's RSP Position: Q2 2026 in Review

Lafayette Investments increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, buying an estimated $46K and bringing the position to 5,371 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #77.

Lafayette Investments first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lafayette Investments held 5,371 shares of Invesco S&P 500 Equal Weight ETF worth $1.14M as of Q2 2026.
Lafayette Investments bought 225 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $46K.
Invesco S&P 500 Equal Weight ETF made up 0.21% of Lafayette Investments's portfolio in Q2 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 7 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.