Lindbrook Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lindbrook Capital’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
2025 Q1	$46.4K	Sell	268 -243	-48%	-$43.2K	﹤0.01%	1046
2024 Q4	$89.5K	Buy	511 +303	+146%	+$54.8K	0.01%	588
2024 Q3	$37.3K	Hold	208	–	–	﹤0.01%	955
2024 Q2	$34.2K	Hold	208	–	–	﹤0.01%	965
2024 Q1	$35.2K	Hold	208	–	–	﹤0.01%	929
2023 Q4	$32.8K	Hold	208	–	–	﹤0.01%	938
2023 Q3	$29.5K	Hold	208	–	–	﹤0.01%	881
2023 Q2	$31.1K	Hold	208	–	–	﹤0.01%	888
2023 Q1	$30.1K	Hold	208	–	–	﹤0.01%	884
2022 Q4	$29.4K	Hold	208	–	–	﹤0.01%	892
2022 Q3	$26K	Hold	208	–	–	﹤0.01%	883
2022 Q2	$28K	Buy	+208	New	+$30.4K	﹤0.01%	863
2019 Q4	–	Sell	-130	Closed	-$14K	–	1541
2019 Q3	$14K	Buy	+130	New	+$14K	0.01%	816

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's RSP Position: Q1 2025 in Review

Lindbrook Capital reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 48% in Q1 2025, selling an estimated $43.2K and leaving 268 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Lindbrook Capital first reported a position in RSP in Q3 2019 and has held it in 13 quarters since. The position peaked at $89.5K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

Lindbrook Capital held 268 shares of Invesco S&P 500 Equal Weight ETF worth $46.4K as of Q1 2025.
Lindbrook Capital sold 243 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $43.2K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1046 holding.
Lindbrook Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 13 quarters since.
Lindbrook Capital's Invesco S&P 500 Equal Weight ETF position peaked at $89.5K in Q4 2024.
1,942 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.