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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-94
Closed -$16.3K 625
2025
Q1
$16.3K Buy
+94
New +$16.7K 0.05% 162
2024
Q1
Sell
-278
Closed -$43.9K 843
2023
Q4
$43.9K Sell
278
-303
-52% -$44K 0.05% 227
2023
Q3
$82.3K Buy
+581
New +$86.8K 0.1% 178

Other funds holding RSP

LGT Financial Advisors's RSP Position: Q2 2025 in Review

LGT Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 94 shares — an estimated $16.3K sold.

LGT Financial Advisors first reported a position in RSP in Q3 2023 and held it in 3 quarters. The position peaked at $82.3K in Q3 2023. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • LGT Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 94 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $16.3K.
  • LGT Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $82.3K in Q3 2023.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.