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LGL Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LGL Partners’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 		$2.19M Buy
11,406
+48
+0.4% +$9.51K 0.9% 17
2025
Q4 		$2.18M Buy
11,358
+45
+0.4% +$8.54K 0.93% 18
2025
Q3 		$2.15M Buy
11,313
+49
+0.4% +$9.13K 0.91% 18
2025
Q2 		$2.06M Buy
11,264
+1,441
+15% +$249K 0.91% 18
2025
Q1 		$1.7M Buy
9,823
+593
+6% +$105K 0.82% 18
2024
Q4 		$1.62M Buy
9,230
+33
+0.4% +$5.97K 0.23% 35
2024
Q3 		$1.65M Buy
9,197
+35
+0.4% +$5.98K 0.23% 33
2024
Q2 		$1.51M Buy
9,162
+38
+0.4% +$6.25K 0.22% 35
2024
Q1 		$1.55M Buy
9,124
+37
+0.4% +$5.94K 0.26% 34
2023
Q4 		$1.43M Buy
9,087
+369
+4% +$53.6K 0.2% 36
2023
Q3 		$1.24M Buy
+8,718
New +$1.3M 0.22% 37

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

LGL Partners's RSP Position: Q1 2026 in Review

LGL Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.42% in Q1 2026, buying an estimated $9.51K and bringing the position to 11,406 shares worth $2.19M. The position accounts for 0.9% of the portfolio, ranked #17.

LGL Partners first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • LGL Partners held 11,406 shares of Invesco S&P 500 Equal Weight ETF worth $2.19M as of Q1 2026.
  • LGL Partners bought 48 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $9.51K.
  • Invesco S&P 500 Equal Weight ETF made up 0.9% of LGL Partners's portfolio in Q1 2026, its #17 holding.
  • LGL Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.