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Lake Street Advisors Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		– Sell
-1,198
Closed -$215K – 672
2024
Q3 		$215K Sell
1,198
-689
-37% -$118K 0.01% 543
2024
Q2 		$310K Buy
+1,887
New +$310K 0.01% 439
2024
Q1 		– Sell
-1,677
Closed -$265K – 673
2023
Q4 		$265K Buy
+1,677
New +$244K 0.01% 479

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lake Street Advisors Group's RSP Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 1,198 shares — an estimated $215K sold.

Lake Street Advisors Group first reported a position in RSP in Q4 2023 and held it in 3 quarters. The position peaked at $310K in Q2 2024. 1,915 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,198 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $215K.
  • Lake Street Advisors Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 3 quarters.
  • Lake Street Advisors Group's Invesco S&P 500 Equal Weight ETF position peaked at $310K in Q2 2024.
  • 1,915 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.