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 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

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

Lionsbridge Wealth Management's RSP Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q1 2026, selling an estimated $911K and leaving 12,357 shares worth $2.37M. The position accounts for 2.38% of the portfolio, ranked #10.

Lionsbridge Wealth Management first reported a position in RSP in Q4 2019 and has held it in 10 quarters since. The position peaked at $6.28M in Q4 2023. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Lionsbridge Wealth Management held 12,357 shares of Invesco S&P 500 Equal Weight ETF worth $2.37M as of Q1 2026.
Lionsbridge Wealth Management sold 4,596 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $911K.
Invesco S&P 500 Equal Weight ETF made up 2.38% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #10 holding.
Lionsbridge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 10 quarters since.
Lionsbridge Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.28M in Q4 2023.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.