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

Lodestone 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 		$308K Sell
1,449
-507
-26% -$104K 0.11% 152
2026
Q1 		$375K Buy
1,956
+4
+0.2% +$793 0.15% 127
2025
Q4 		$374K Buy
1,952
+4
+0.2% +$759 0.15% 125
2025
Q3 		$369K Sell
1,948
-138
-7% -$25.7K 0.17% 123
2025
Q2 		$379K Buy
2,086
+5
+0.2% +$863 0.18% 111
2025
Q1 		$361K Buy
2,081
+5
+0.2% +$889 0.19% 106
2024
Q4 		$364K Buy
2,076
+4
+0.2% +$723 0.18% 107
2024
Q3 		$371K Sell
2,072
-882
-30% -$151K 0.19% 104
2024
Q2 		$485K Buy
2,954
+5
+0.2% +$822 0.26% 94
2024
Q1 		$499K Buy
2,949
+5
+0.2% +$803 0.26% 93
2023
Q4 		$465K Buy
2,944
+783
+36% +$114K 0.27% 88
2023
Q3 		$306K Buy
2,161
+79
+4% +$11.8K 0.21% 102
2023
Q2 		$312K Sell
2,082
-111
-5% -$16K 0.21% 107
2023
Q1 		$317K Buy
2,193
+3
+0.1% +$439 0.24% 101
2022
Q4 		$309K Buy
+2,190
New +$306K 0.25% 91

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 26% in Q2 2026, selling an estimated $104K and leaving 1,449 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #152.

Lodestone Wealth Management first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $499K in Q1 2024. 951 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Lodestone Wealth Management held 1,449 shares of Invesco S&P 500 Equal Weight ETF worth $308K as of Q2 2026.
  • Lodestone Wealth Management sold 507 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $104K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Lodestone 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.
  • Lodestone Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $499K in Q1 2024.
  • 951 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.