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 Q3	$508K	Sell	2,441 -1,468	-38%	-$317K	0.07%	105
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

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

LJI Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 38% in Q3 2026, selling an estimated $317K and leaving 2,441 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #105.

LJI Wealth Management first reported a position in RSP in Q4 2022 and has held it in 16 quarters since. The position peaked at $832K in Q2 2026. 1,469 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

LJI Wealth Management held 2,441 shares of Invesco S&P 500 Equal Weight ETF worth $508K as of Q3 2026.
LJI Wealth Management sold 1,468 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $317K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of LJI Wealth Management's portfolio in Q3 2026, its #105 holding.
LJI Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 16 quarters since.
LJI Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $832K in Q2 2026.
1,469 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.