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 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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lakeshore Financial Planning's RSP Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, selling an estimated $83.5K and leaving 37,547 shares worth $7.99M. The position accounts for 2.57% of the portfolio, ranked #10.

Lakeshore Financial Planning first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. The position peaked at $12M in Q3 2023. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lakeshore Financial Planning held 37,547 shares of Invesco S&P 500 Equal Weight ETF worth $7.99M as of Q2 2026.
Lakeshore Financial Planning sold 408 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $83.5K.
Invesco S&P 500 Equal Weight ETF made up 2.57% of Lakeshore Financial Planning's portfolio in Q2 2026, its #10 holding.
Lakeshore Financial Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Invesco S&P 500 Equal Weight ETF position peaked at $12M in Q3 2023.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.