Lathrop Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lathrop Investment Management’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 Q1	$1.2M	Buy	6,256 +272	+5%	+$53.9K	0.22%	46
2025 Q4	$1.15M	Sell	5,984 -11	-0.2%	-$2.09K	0.21%	48
2025 Q3	$1.14M	Sell	5,995 -568	-9%	-$106K	0.21%	46
2025 Q2	$1.19M	Buy	6,563 +574	+10%	+$99.1K	0.23%	46
2025 Q1	$1.04M	Buy	5,989 +1,467	+32%	+$261K	0.21%	47
2024 Q4	$792K	Buy	4,522 +1,877	+71%	+$339K	0.15%	55
2024 Q3	$474K	Buy	2,645 +420	+19%	+$71.8K	0.09%	65
2024 Q2	$366K	Buy	2,225 +350	+19%	+$57.6K	0.07%	66
2024 Q1	$318K	Hold	1,875	–	–	0.06%	69
2023 Q4	$296K	Hold	1,875	–	–	0.06%	67
2023 Q3	$266K	Buy	1,875 +35	+2%	+$5.23K	0.06%	70
2023 Q2	$275K	Hold	1,840	–	–	0.06%	71
2023 Q1	$266K	Buy	+1,840	New	+$269K	0.06%	72

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

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

Lathrop Investment Management's RSP Position: Q1 2026 in Review

Lathrop Investment Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.5% in Q1 2026, buying an estimated $53.9K and bringing the position to 6,256 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #46.

Lathrop Investment Management first reported a position in RSP in Q1 2023 and has held it in 13 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lathrop Investment Management held 6,256 shares of Invesco S&P 500 Equal Weight ETF worth $1.2M as of Q1 2026.
Lathrop Investment Management bought 272 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $53.9K.
Invesco S&P 500 Equal Weight ETF made up 0.22% of Lathrop Investment Management's portfolio in Q1 2026, its #46 holding.
Lathrop Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 13 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.