Lifestyle Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lifestyle Asset 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 Q1	$7.43M	Buy	38,713 +1,144	+3%	+$227K	2.43%	8
2025 Q4	$7.2M	Sell	37,569 -419	-1%	-$79.5K	2.34%	9
2025 Q3	$7.21M	Sell	37,988 -18,401	-33%	-$3.43M	2.46%	9
2025 Q2	$10.2M	Buy	56,389 +1,280	+2%	+$221K	4.78%	4
2025 Q1	$9.55M	Buy	+55,109	New	+$9.8M	5.25%	3
2023 Q2	–	Sell	-13,094	Closed	-$1.89M	–	97
2023 Q1	$1.89M	Buy	+13,094	New	+$1.92M	1.27%	12

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lifestyle Asset Management's RSP Position: Q1 2026 in Review

Lifestyle Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3% in Q1 2026, buying an estimated $227K and bringing the position to 38,713 shares worth $7.43M. The position accounts for 2.43% of the portfolio, ranked #8.

Lifestyle Asset Management first reported a position in RSP in Q1 2023 and has held it in 6 quarters since. The position peaked at $10.2M in Q2 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lifestyle Asset Management held 38,713 shares of Invesco S&P 500 Equal Weight ETF worth $7.43M as of Q1 2026.
Lifestyle Asset Management bought 1,144 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $227K.
Invesco S&P 500 Equal Weight ETF made up 2.43% of Lifestyle Asset Management's portfolio in Q1 2026, its #8 holding.
Lifestyle Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 6 quarters since.
Lifestyle Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $10.2M in Q2 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.