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Lavelle Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lavelle Capital’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 		$834K Buy
3,919
+8
+0.2% +$1.64K 0.36% 42
2026
Q1 		$751K Sell
3,911
-1,460
-27% -$289K 0.47% 42
2025
Q4 		$1.03M Buy
+5,371
New +$1.02M 0.65% 35

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Lavelle Capital's RSP Position: Q2 2026 in Review

Lavelle Capital increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.2% in Q2 2026, buying an estimated $1.64K and bringing the position to 3,919 shares worth $834K. The position accounts for 0.36% of the portfolio, ranked #42.

Lavelle Capital first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Lavelle Capital held 3,919 shares of Invesco S&P 500 Equal Weight ETF worth $834K as of Q2 2026.
  • Lavelle Capital bought 8 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.64K.
  • Invesco S&P 500 Equal Weight ETF made up 0.36% of Lavelle Capital's portfolio in Q2 2026, its #42 holding.
  • Lavelle Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Lavelle Capital's Invesco S&P 500 Equal Weight ETF position peaked at $1.03M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.