Lodestone Wealth Management
RSP icon

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
Q3 		$302K Buy
1,450
+1
+0.1% +$216 0.1% 152
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

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

Lodestone Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.07% in Q3 2026, buying an estimated $216 and bringing the position to 1,450 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #152.

Lodestone Wealth Management first reported a position in RSP in Q4 2022 and has held it in 16 quarters since. The position peaked at $499K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Lodestone Wealth Management held 1,450 shares of Invesco S&P 500 Equal Weight ETF worth $302K as of Q3 2026.
  • Lodestone Wealth Management bought 1 Invesco S&P 500 Equal Weight ETF share in Q3 2026, an estimated $216.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of Lodestone Wealth Management's portfolio in Q3 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 16 quarters since.
  • Lodestone Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $499K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.