Lodestar Private Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lodestar Private Asset 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	$216K	Sell	1,016 -259	-20%	-$53K	0.02%	222
2026 Q1	$245K	Sell	1,275 -385	-23%	-$76.3K	0.02%	214
2025 Q4	$318K	Hold	1,660	–	–	0.03%	185
2025 Q3	$315K	Sell	1,660 -289	-15%	-$53.9K	0.03%	187
2025 Q2	$354K	Sell	1,949 -922	-32%	-$159K	0.04%	171
2025 Q1	$497K	Buy	2,871 +595	+26%	+$106K	0.06%	138
2024 Q4	$399K	Buy	2,276 +715	+46%	+$129K	0.05%	154
2024 Q3	$280K	Buy	1,561 +122	+8%	+$20.8K	0.04%	187
2024 Q2	$236K	Hold	1,439	–	–	0.03%	194
2024 Q1	$244K	Buy	+1,439	New	+$231K	0.03%	194

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

Lodestar Private Asset Management's RSP Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q2 2026, selling an estimated $53K and leaving 1,016 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #222.

Lodestar Private Asset Management first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $497K in Q1 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lodestar Private Asset Management held 1,016 shares of Invesco S&P 500 Equal Weight ETF worth $216K as of Q2 2026.
Lodestar Private Asset Management sold 259 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $53K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #222 holding.
Lodestar Private Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Lodestar Private Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $497K in Q1 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.