Lionsbridge Wealth Management
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Lionsbridge Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lionsbridge Wealth 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
Q3 		$2.23M Sell
10,705
-953
-8% -$206K 2.49% 11
2026
Q2 		$2.48M Sell
11,658
-699
-6% -$143K 2.43% 12
2026
Q1 		$2.37M Sell
12,357
-4,596
-27% -$911K 2.38% 10
2025
Q4 		$3.25M Sell
16,953
-2,060
-11% -$391K 3.29% 7
2025
Q3 		$3.61M Buy
19,013
+7,521
+65% +$1.4M 3.55% 6
2025
Q2 		$2.09M Sell
11,492
-506
-4% -$87.3K 2.08% 14
2025
Q1 		$2.08M Buy
11,998
+5,064
+73% +$900K 1.85% 19
2024
Q4 		$1.22M Buy
6,934
+1,729
+33% +$313K 1.02% 36
2024
Q3 		$933K Buy
+5,205
New +$889K 0.74% 46
2024
Q1 		– Sell
-39,790
Closed -$6.28M – 62
2023
Q4 		$6.28M Buy
39,790
+26,666
+203% +$3.87M 5.02% 3
2023
Q3 		$1.86M Buy
+13,124
New +$1.96M 1.76% 23
2020
Q1 		– Sell
-17,051
Closed -$1.97M – 258
2019
Q4 		$1.97M Buy
+17,051
New +$1.89M 1.84% 16

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Lionsbridge Wealth Management's RSP Position: Q3 2026 in Review

Lionsbridge Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.2% in Q3 2026, selling an estimated $206K and leaving 10,705 shares worth $2.23M. The position accounts for 2.49% of the portfolio, ranked #11.

Lionsbridge Wealth Management first reported a position in RSP in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.28M in Q4 2023. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Lionsbridge Wealth Management held 10,705 shares of Invesco S&P 500 Equal Weight ETF worth $2.23M as of Q3 2026.
  • Lionsbridge Wealth Management sold 953 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $206K.
  • Invesco S&P 500 Equal Weight ETF made up 2.49% of Lionsbridge Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Lionsbridge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 12 quarters since.
  • Lionsbridge Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.28M in Q4 2023.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.