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

LJI 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 Q2	$832K	Buy	3,909 +1,295	+50%	+$265K	0.12%	77
2026 Q1	$502K	Sell	2,614 -895	-26%	-$177K	0.08%	103
2025 Q4	$672K	Buy	3,509 +1,295	+58%	+$246K	0.1%	85
2025 Q3	$420K	Sell	2,214 -1,295	-37%	-$241K	0.07%	102
2025 Q2	$638K	Sell	3,509 -613	-15%	-$106K	0.11%	74
2025 Q1	$714K	Buy	4,122 +29	+0.7%	+$5.16K	0.14%	67
2024 Q4	$717K	Hold	4,093	–	–	0.14%	65
2024 Q3	$733K	Buy	4,093 +107	+3%	+$18.3K	0.15%	72
2024 Q2	$655K	Hold	3,986	–	–	0.14%	74
2024 Q1	$675K	Buy	3,986 +147	+4%	+$23.6K	0.17%	60
2023 Q4	$606K	Buy	3,839 +668	+21%	+$97K	0.16%	72
2023 Q3	$449K	Hold	3,171	–	–	0.13%	87
2023 Q2	$475K	Hold	3,171	–	–	0.14%	81
2023 Q1	$459K	Hold	3,171	–	–	0.14%	77
2022 Q4	$448K	Buy	+3,171	New	+$443K	0.16%	72

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

LJI Wealth Management's RSP Position: Q2 2026 in Review

LJI Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 50% in Q2 2026, buying an estimated $265K and bringing the position to 3,909 shares worth $832K. The position accounts for 0.12% of the portfolio, ranked #77.

LJI Wealth Management first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

LJI Wealth Management held 3,909 shares of Invesco S&P 500 Equal Weight ETF worth $832K as of Q2 2026.
LJI Wealth Management bought 1,295 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $265K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of LJI Wealth Management's portfolio in Q2 2026, its #77 holding.
LJI Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.