Lloyd Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lloyd Advisory Services’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	$191K	Buy	899 +584	+185%	+$120K	0.07%	118
2026 Q1	$60.5K	Buy	+315	New	+$62.4K	0.02%	247
2024 Q3	–	Sell	-1,750	Closed	-$287K	–	111
2024 Q2	$287K	Buy	+1,750	New	+$288K	0.14%	77
2024 Q1	–	Sell	-13,294	Closed	-$2.1M	–	167
2023 Q4	$2.1M	Buy	+13,294	New	+$1.93M	0.99%	23
2022 Q2	–	Sell	-14,668	Closed	-$2.31M	–	450
2022 Q1	$2.31M	Sell	14,668 -678	-4%	-$106K	1.08%	22
2021 Q4	$2.5M	Buy	15,346 +35	+0.2%	+$5.53K	1.15%	24
2021 Q3	$2.29M	Buy	15,311 +12,562	+457%	+$1.92M	1.18%	22
2021 Q2	$414K	Buy	2,749 +85	+3%	+$12.7K	0.21%	42
2021 Q1	$377K	Sell	2,664 -4,522	-63%	-$610K	0.21%	37
2020 Q4	$917K	Buy	7,186 +4,590	+177%	+$546K	0.5%	20
2020 Q3	$281K	Sell	2,596 -394	-13%	-$42.5K	0.17%	36
2020 Q2	$304K	Sell	2,990 -4,427	-60%	-$427K	0.19%	38
2020 Q1	$623K	Buy	7,417 +104	+1%	+$11.1K	0.46%	19
2019 Q4	$846K	Buy	+7,313	New	+$812K	0.77%	19

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

Lloyd Advisory Services's RSP Position: Q2 2026 in Review

Lloyd Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 185% in Q2 2026, buying an estimated $120K and bringing the position to 899 shares worth $191K. The position accounts for 0.07% of the portfolio, ranked #118.

Lloyd Advisory Services first reported a position in RSP in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.5M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lloyd Advisory Services held 899 shares of Invesco S&P 500 Equal Weight ETF worth $191K as of Q2 2026.
Lloyd Advisory Services bought 584 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #118 holding.
Lloyd Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $2.5M in Q4 2021.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.