Lane & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lane & Associates’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
2025 Q1	$491K	Sell	2,835 -54	-2%	-$9.6K	0.26%	65
2024 Q4	$524K	Sell	2,889 -3,131	-52%	-$566K	0.27%	63
2024 Q3	$1.08M	Sell	6,020 -15,705	-72%	-$2.68M	0.59%	38
2024 Q2	$3.57M	Buy	21,725 +5,707	+36%	+$939K	2.1%	13
2024 Q1	$2.71M	Buy	16,018 +2,359	+17%	+$379K	1.71%	14
2023 Q4	$2.16M	Buy	13,659 +3,329	+32%	+$484K	1.57%	18
2023 Q3	$1.46M	Buy	+10,330	New	+$1.54M	1.18%	21

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lane & Associates's RSP Position: Q1 2025 in Review

Lane & Associates reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q1 2025, selling an estimated $9.6K and leaving 2,835 shares worth $491K. The position accounts for 0.26% of the portfolio, ranked #65.

Lane & Associates first reported a position in RSP in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.57M in Q2 2024. 1,941 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Lane & Associates held 2,835 shares of Invesco S&P 500 Equal Weight ETF worth $491K as of Q1 2025.
Lane & Associates sold 54 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $9.6K.
Invesco S&P 500 Equal Weight ETF made up 0.26% of Lane & Associates's portfolio in Q1 2025, its #65 holding.
Lane & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 7 quarters since.
Lane & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $3.57M in Q2 2024.
1,941 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.