LeConte Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LeConte Wealth 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 Q2	$19.8M	Sell	92,833 -4,245	-4%	-$869K	10.76%	1
2026 Q1	$18.6M	Sell	97,078 -17,505	-15%	-$3.47M	12.04%	1
2025 Q4	$21.9M	Sell	114,583 -10,524	-8%	-$2M	14.34%	1
2025 Q3	$23.7M	Sell	125,107 -18,747	-13%	-$3.49M	15.85%	1
2025 Q2	$26.1M	Sell	143,854 -42,411	-23%	-$7.32M	17.69%	1
2025 Q1	$32.3M	Buy	+186,265	New	+$33.1M	20.56%	1

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LeConte Wealth Management's RSP Position: Q2 2026 in Review

LeConte Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.4% in Q2 2026, selling an estimated $869K and leaving 92,833 shares worth $19.8M. The position accounts for 10.76% of the portfolio, ranked #1.

LeConte Wealth Management first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.3M in Q1 2025. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

LeConte Wealth Management held 92,833 shares of Invesco S&P 500 Equal Weight ETF worth $19.8M as of Q2 2026.
LeConte Wealth Management sold 4,245 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $869K.
Invesco S&P 500 Equal Weight ETF made up 10.76% of LeConte Wealth Management's portfolio in Q2 2026, its #1 holding.
LeConte Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
LeConte Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $32.3M in Q1 2025.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.