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

Lakeridge 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 Q2	$346K	Buy	1,628 +2	+0.1%	+$409	0.13%	134
2026 Q1	$312K	Sell	1,626 -1,054	-39%	-$209K	0.13%	131
2025 Q4	$513K	Buy	2,680 +11	+0.4%	+$2.09K	0.23%	86
2025 Q3	$506K	Buy	2,669 +11	+0.4%	+$2.05K	0.23%	84
2025 Q2	$483K	Buy	2,658 +10	+0.4%	+$1.73K	0.22%	87
2025 Q1	$459K	Buy	2,648 +13	+0.5%	+$2.31K	0.23%	89
2024 Q4	$462K	Buy	2,635 +1	+0%	+$181	0.24%	83
2024 Q3	$472K	Buy	2,634 +1	+0%	+$171	0.26%	78
2024 Q2	$432K	Buy	+2,633	New	+$433K	0.26%	78

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

Lakeridge Wealth Management's RSP Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.12% in Q2 2026, buying an estimated $409 and bringing the position to 1,628 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #134.

Lakeridge Wealth Management first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $513K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lakeridge Wealth Management held 1,628 shares of Invesco S&P 500 Equal Weight ETF worth $346K as of Q2 2026.
Lakeridge Wealth Management bought 2 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $409.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #134 holding.
Lakeridge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Lakeridge Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $513K in Q4 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.