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

Lord & Richards 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	$3.78M	Buy	17,775 +851	+5%	+$174K	2.96%	8
2026 Q1	$3.25M	Buy	16,924 +644	+4%	+$128K	2.85%	8
2025 Q4	$3.12M	Buy	16,280 +5,919	+57%	+$1.12M	2.68%	8
2025 Q3	$1.97M	Buy	10,361 +964	+10%	+$180K	1.8%	18
2025 Q2	$1.71M	Buy	9,397 +1,692	+22%	+$292K	1.79%	14
2025 Q1	$1.33M	Buy	7,705 +4,246	+123%	+$755K	1.51%	16
2024 Q4	$606K	Buy	+3,459	New	+$625K	1.28%	25

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Lord & Richards Wealth Management's RSP Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5% in Q2 2026, buying an estimated $174K and bringing the position to 17,775 shares worth $3.78M. The position accounts for 2.96% of the portfolio, ranked #8.

Lord & Richards Wealth Management first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 695 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lord & Richards Wealth Management held 17,775 shares of Invesco S&P 500 Equal Weight ETF worth $3.78M as of Q2 2026.
Lord & Richards Wealth Management bought 851 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $174K.
Invesco S&P 500 Equal Weight ETF made up 2.96% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #8 holding.
Lord & Richards Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
695 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.