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 Q2	$8.28M	Buy	38,908 +195	+0.5%	+$39.9K	2.23%	14
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 $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lifestyle Asset Management's RSP Position: Q2 2026 in Review

Lifestyle Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.5% in Q2 2026, buying an estimated $39.9K and bringing the position to 38,908 shares worth $8.28M. The position accounts for 2.23% of the portfolio, ranked #14.

Lifestyle Asset Management first reported a position in RSP in Q1 2023 and has held it in 7 quarters since. The position peaked at $10.2M in Q2 2025. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lifestyle Asset Management held 38,908 shares of Invesco S&P 500 Equal Weight ETF worth $8.28M as of Q2 2026.
Lifestyle Asset Management bought 195 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $39.9K.
Invesco S&P 500 Equal Weight ETF made up 2.23% of Lifestyle Asset Management's portfolio in Q2 2026, its #14 holding.
Lifestyle Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 7 quarters since.
Lifestyle Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $10.2M in Q2 2025.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.