Lakeshore Financial Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lakeshore Financial Planning’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 Q3	$7.6M	Sell	36,551 -996	-3%	-$215K	2.36%	11
2026 Q2	$7.99M	Sell	37,547 -408	-1%	-$83.5K	2.57%	10
2026 Q1	$7.28M	Buy	37,955 +16	+0%	+$3.17K	2.64%	11
2025 Q4	$7.27M	Sell	37,939 -1,548	-4%	-$294K	2.6%	11
2025 Q3	$7.49M	Sell	39,487 -864	-2%	-$161K	2.78%	10
2025 Q2	$7.33M	Sell	40,351 -430	-1%	-$74.2K	2.95%	10
2025 Q1	$7.06M	Sell	40,781 -5,104	-11%	-$908K	2.94%	10
2024 Q4	$8.04M	Sell	45,885 -319	-0.7%	-$57.7K	3.43%	10
2024 Q3	$8.28M	Sell	46,204 -41	-0.1%	-$7K	3.65%	10
2024 Q2	$7.6M	Sell	46,245 -731	-2%	-$120K	3.71%	10
2024 Q1	$7.96M	Sell	46,976 -748	-2%	-$120K	4.03%	9
2023 Q4	$7.53M	Sell	47,724 -36,869	-44%	-$5.36M	4.18%	9
2023 Q3	$12M	Buy	+84,593	New	+$12.6M	6.83%	8

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Lakeshore Financial Planning's RSP Position: Q3 2026 in Review

Lakeshore Financial Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.7% in Q3 2026, selling an estimated $215K and leaving 36,551 shares worth $7.6M. The position accounts for 2.36% of the portfolio, ranked #11.

Lakeshore Financial Planning first reported a position in RSP in Q3 2023 and has held it in 13 quarters since. The position peaked at $12M in Q3 2023. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Lakeshore Financial Planning held 36,551 shares of Invesco S&P 500 Equal Weight ETF worth $7.6M as of Q3 2026.
Lakeshore Financial Planning sold 996 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $215K.
Invesco S&P 500 Equal Weight ETF made up 2.36% of Lakeshore Financial Planning's portfolio in Q3 2026, its #11 holding.
Lakeshore Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 13 quarters since.
Lakeshore Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $12M in Q3 2023.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.