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

LOM 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	–	Sell	-7,040	Closed	-$1.35M	–	288
2026 Q1	$1.35M	Hold	7,040	–	–	0.39%	82
2025 Q4	$1.35M	Hold	7,040	–	–	0.39%	82
2025 Q3	$1.33M	Hold	7,040	–	–	0.41%	80
2025 Q2	$1.28M	Buy	+7,040	New	+$1.22M	0.43%	75

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

LOM Asset Management's RSP Position: Q2 2026 in Review

LOM Asset Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 7,040 shares — an estimated $1.35M sold.

LOM Asset Management first reported a position in RSP in Q2 2025 and held it in 4 quarters. The position peaked at $1.35M in Q1 2026. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

LOM Asset Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
LOM Asset Management sold 7,040 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.35M.
LOM Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and held it in 4 quarters.
LOM Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.35M in Q1 2026.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.