LM Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LM Advisors’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	$13.1M	Buy	61,567 +49,197	+398%	+$10.1M	1.51%	14
2026 Q1	$64.5K	Buy	12,370 +830	+7%	+$164K	1.02%	25
2025 Q4	$60.2K	Sell	11,540 -46,409	-80%	-$8.81M	1.08%	23
2025 Q3	$11M	Buy	57,949 +1,637	+3%	+$305K	1.58%	15
2025 Q2	$10.2M	Sell	56,312 -3,924	-7%	-$677K	1.32%	13
2025 Q1	$10.4M	Buy	60,236 +8,977	+18%	+$1.6M	1.88%	10
2024 Q4	$8.98M	Buy	51,259 +10,468	+26%	+$1.89M	1.61%	13
2024 Q3	$6.99M	Buy	40,791 +3,806	+10%	+$650K	1.42%	15
2024 Q2	$5.78M	Buy	36,985 +3,695	+11%	+$608K	0.01%	38
2024 Q1	$5.33M	Buy	33,290 +11,988	+56%	+$1.93M	0.85%	20
2023 Q4	$3.36M	Buy	+21,302	New	+$3.09M	0.68%	32

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

LM Advisors's RSP Position: Q2 2026 in Review

LM Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 398% in Q2 2026, buying an estimated $10.1M and bringing the position to 61,567 shares worth $13.1M. The position accounts for 1.51% of the portfolio, ranked #14.

LM Advisors first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

LM Advisors held 61,567 shares of Invesco S&P 500 Equal Weight ETF worth $13.1M as of Q2 2026.
LM Advisors bought 49,197 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $10.1M.
Invesco S&P 500 Equal Weight ETF made up 1.51% of LM Advisors's portfolio in Q2 2026, its #14 holding.
LM Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.