Lowe Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$6.64K	Hold	35	–	–	﹤0.01%	275
2025 Q2	$6.36K	Hold	35	–	–	﹤0.01%	274
2025 Q1	$6.06K	Hold	35	–	–	﹤0.01%	277
2024 Q4	$6.13K	Hold	35	–	–	﹤0.01%	258
2024 Q3	$6.27K	Hold	35	–	–	﹤0.01%	248
2024 Q2	$5.75K	Buy	35 +5	+17%	+$822	﹤0.01%	247
2024 Q1	$5.08K	Hold	30	–	–	﹤0.01%	246
2023 Q4	$4.73K	Hold	30	–	–	﹤0.01%	254
2023 Q3	$4.25K	Sell	30 -55	-65%	-$8.22K	﹤0.01%	242
2023 Q2	$12.7K	Hold	85	–	–	0.01%	199
2023 Q1	$12.3K	Hold	85	–	–	0.01%	191
2022 Q4	$12K	Buy	85 +25	+42%	+$3.5K	0.01%	198
2022 Q3	$8K	Hold	60	–	–	﹤0.01%	213
2022 Q2	$8K	Hold	60	–	–	﹤0.01%	203
2022 Q1	$9K	Hold	60	–	–	﹤0.01%	207
2021 Q4	$10K	Hold	60	–	–	﹤0.01%	194
2021 Q3	$9K	Buy	60 +30	+100%	+$4.59K	﹤0.01%	196
2021 Q2	$5K	Hold	30	–	–	﹤0.01%	215
2021 Q1	$4K	Sell	30 -610	-95%	-$82.3K	﹤0.01%	221
2020 Q4	$82K	Hold	640	–	–	0.04%	58
2020 Q3	$69K	Buy	640 +610	+2,033%	+$65.8K	0.04%	58
2020 Q2	$3K	Hold	30	–	–	﹤0.01%	216
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	222
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	227
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	220
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	237
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	207
2018 Q4	$3K	Buy	+30	New	+$2.97K	﹤0.01%	199
2016 Q1	–	Sell	-250	Closed	-$19K	–	233
2015 Q4	$19K	Buy	+250	New	+$19.4K	0.01%	90

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Lowe Wealth Advisors's RSP Position: Q3 2025 in Review

Lowe Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2025 at 35 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Lowe Wealth Advisors first reported a position in RSP in Q4 2015 and has held it in 29 quarters since. The position peaked at $82K in Q4 2020. 1,952 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Lowe Wealth Advisors held 35 shares of Invesco S&P 500 Equal Weight ETF worth $6.64K as of Q3 2025.
Lowe Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2025.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #275 holding.
Lowe Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 29 quarters since.
Lowe Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $82K in Q4 2020.
1,952 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.