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Lantern Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lantern Wealth Advisors’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 		$8.41M Buy
39,534
+186
+0.5% +$38.1K 3.85% 3
2026
Q1 		$7.55M Sell
39,348
-1
-0% -$198 3.87% 3
2025
Q4 		$7.54M Sell
39,349
-260
-0.7% -$49.4K 4.01% 3
2025
Q3 		$7.51M Sell
39,609
-482
-1% -$89.8K 3.98% 4
2025
Q2 		$7.29M Buy
+40,091
New +$6.92M 4.34% 3
2024
Q4 		$6.69M Sell
38,206
-2,550
-6% -$461K 4.35% 3
2024
Q3 		$7.3M Buy
40,756
+210
+0.5% +$35.9K 5.06% 3
2024
Q2 		$6.66M Sell
40,546
-609
-1% -$100K 4.83% 3
2024
Q1 		$6.97M Buy
41,155
+302
+0.7% +$48.5K 4.9% 2
2023
Q4 		$6.45M Buy
+40,853
New +$5.93M 5.05% 3

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Lantern Wealth Advisors's RSP Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.47% in Q2 2026, buying an estimated $38.1K and bringing the position to 39,534 shares worth $8.41M. The position accounts for 3.85% of the portfolio, ranked #3.

Lantern Wealth Advisors first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Lantern Wealth Advisors held 39,534 shares of Invesco S&P 500 Equal Weight ETF worth $8.41M as of Q2 2026.
  • Lantern Wealth Advisors bought 186 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $38.1K.
  • Invesco S&P 500 Equal Weight ETF made up 3.85% of Lantern Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Lantern Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.