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Lanham O'Dell & Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lanham O'Dell & Company’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
2024
Q4 		– Sell
-37,853
Closed -$6.78M – 28
2024
Q3 		$6.78M Buy
+37,853
New +$6.47M 3.81% 5

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lanham O'Dell & Company's RSP Position: Q4 2024 in Review

Lanham O'Dell & Company sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 37,853 shares — an estimated $6.78M sold.

Lanham O'Dell & Company first reported a position in RSP in Q3 2024 and held it in 1 quarter. The position peaked at $6.78M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Lanham O'Dell & Company reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Lanham O'Dell & Company sold 37,853 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $6.78M.
  • Lanham O'Dell & Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 1 quarter.
  • Lanham O'Dell & Company's Invesco S&P 500 Equal Weight ETF position peaked at $6.78M in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Lanham O'Dell & Company's 13F filing for Q4 2024, filed 6 Feb 2025.