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 Q3	$3.06M	Sell	14,729 -3,046	-17%	-$658K	2.34%	11
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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Lord & Richards Wealth Management's RSP Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q3 2026, selling an estimated $658K and leaving 14,729 shares worth $3.06M. The position accounts for 2.34% of the portfolio, ranked #11.

Lord & Richards Wealth Management first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.78M in Q2 2026. 933 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Lord & Richards Wealth Management held 14,729 shares of Invesco S&P 500 Equal Weight ETF worth $3.06M as of Q3 2026.
Lord & Richards Wealth Management sold 3,046 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $658K.
Invesco S&P 500 Equal Weight ETF made up 2.34% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #11 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 8 quarters since.
Lord & Richards Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $3.78M in Q2 2026.
933 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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