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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
Q2 		$2.44M Buy
11,450
+44
+0.4% +$9K 0.89% 17
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 $1.89T 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

LGL Partners's RSP Position: Q2 2026 in Review

LGL Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.39% in Q2 2026, buying an estimated $9K and bringing the position to 11,450 shares worth $2.44M. The position accounts for 0.89% of the portfolio, ranked #17.

LGL Partners first reported a position in RSP in Q3 2023 and has held it in 12 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • LGL Partners held 11,450 shares of Invesco S&P 500 Equal Weight ETF worth $2.44M as of Q2 2026.
  • LGL Partners bought 44 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.89% of LGL Partners's portfolio in Q2 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 12 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.