Lee Financial
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Lee Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lee Financial’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
Q3 		$642K Hold
3,086
– – 0.08% 97
2026
Q2 		$657K Hold
3,086
– – 0.08% 100
2026
Q1 		$592K Hold
3,086
– – 0.08% 99
2025
Q4 		$591K Sell
3,086
-24
-0.8% -$4.56K 0.08% 93
2025
Q3 		$590K Hold
3,110
– – 0.07% 109
2025
Q2 		$565K Sell
3,110
-10
-0.3% -$1.73K 0.08% 92
2025
Q1 		$540K Sell
3,120
-168
-5% -$29.9K 0.08% 92
2024
Q4 		$576K Buy
3,288
+34
+1% +$6.15K 0.08% 106
2024
Q3 		$583K Hold
3,254
– – 0.08% 105
2024
Q2 		$535K Sell
3,254
-216
-6% -$35.5K 0.09% 94
2024
Q1 		$588K Sell
3,470
-1,307
-27% -$210K 0.1% 91
2023
Q4 		$754K Sell
4,777
-1,633
-25% -$237K 0.13% 77
2023
Q3 		$908K Hold
6,410
– – 0.17% 62
2023
Q2 		$959K Buy
6,410
+60
+0.9% +$8.64K 0.17% 63
2023
Q1 		$918K Sell
6,350
-300
-5% -$43.9K 0.16% 61
2022
Q4 		$939K Buy
6,650
+1,550
+30% +$217K 0.16% 67
2022
Q3 		$649K Sell
5,100
-1,570
-24% -$221K 0.12% 81
2022
Q2 		$895K Buy
6,670
+6,399
+2,361% +$936K 0.16% 70
2022
Q1 		$43K Sell
271
-69
-20% -$10.8K 0.01% 254
2021
Q4 		$55K Buy
340
+11
+3% +$1.74K 0.01% 246
2021
Q3 		$49K Hold
329
– – 0.01% 227
2021
Q2 		$50K Buy
329
+260
+377% +$38.7K 0.01% 229
2021
Q1 		$10K Hold
69
– – ﹤0.01% 388
2020
Q4 		$9K Hold
69
– – ﹤0.01% 390
2020
Q3 		$7K Hold
69
– – ﹤0.01% 440
2020
Q2 		$7K Buy
+69
New +$6.65K ﹤0.01% 415

Other funds holding RSP

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lee Financial's RSP Position: Q3 2026 in Review

Lee Financial held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 3,086 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #97.

Lee Financial first reported a position in RSP in Q2 2020 and has held it in 26 quarters since. The position peaked at $959K in Q2 2023. 806 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Lee Financial held 3,086 shares of Invesco S&P 500 Equal Weight ETF worth $642K as of Q3 2026.
  • Lee Financial left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Lee Financial's portfolio in Q3 2026, its #97 holding.
  • Lee Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 26 quarters since.
  • Lee Financial's Invesco S&P 500 Equal Weight ETF position peaked at $959K in Q2 2023.
  • 806 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.