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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return