Lake Hills Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lake Hills Wealth Management’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	–	Sell	-1,815	Closed	-$348K	–	74
2025 Q4	$348K	Hold	1,815	–	–	0.18%	46
2025 Q3	$344K	Sell	1,815 -60,468	-97%	-$11.3M	0.18%	37
2025 Q2	$11.3M	Buy	62,283 +6,773	+12%	+$1.17M	6.48%	6
2025 Q1	$9.62M	Buy	55,510 +27,314	+97%	+$4.86M	6.64%	4
2024 Q4	$4.94M	Buy	28,196 +1,789	+7%	+$323K	3.37%	12
2024 Q3	$4.73M	Sell	26,407 -785	-3%	-$134K	3.17%	11
2024 Q2	$4.47M	Buy	27,192 +7,784	+40%	+$1.28M	3.21%	12
2024 Q1	$3.29M	Buy	+19,408	New	+$3.12M	2.96%	11

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

Lake Hills Wealth Management's RSP Position: Q1 2026 in Review

Lake Hills Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,815 shares — an estimated $348K sold.

Lake Hills Wealth Management first reported a position in RSP in Q1 2024 and held it in 8 quarters. The position peaked at $11.3M in Q2 2025. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lake Hills Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 1,815 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $348K.
Lake Hills Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and held it in 8 quarters.
Lake Hills Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $11.3M in Q2 2025.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.