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

LPF 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
Q1 		$210K Sell
1,210
-39
-3% -$6.93K 0.17% 32
2024
Q4 		$219K Hold
1,249
– – 0.18% 31
2024
Q3 		$224K Hold
1,249
– – 0.19% 33
2024
Q2 		$205K Hold
1,249
– – 0.19% 34
2024
Q1 		$212K Buy
+1,249
New +$201K 0.21% 27

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPF Advisors's RSP Position: Q1 2025 in Review

LPF Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.1% in Q1 2025, selling an estimated $6.93K and leaving 1,210 shares worth $210K. The position accounts for 0.17% of the portfolio, ranked #32.

LPF Advisors first reported a position in RSP in Q1 2024 and has held it in 5 quarters since. The position peaked at $224K in Q3 2024. 1,941 funds tracked by Wall St. Rank hold RSP as of Q1 2025.

  • LPF Advisors held 1,210 shares of Invesco S&P 500 Equal Weight ETF worth $210K as of Q1 2025.
  • LPF Advisors sold 39 Invesco S&P 500 Equal Weight ETF shares in Q1 2025, an estimated $6.93K.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of LPF Advisors's portfolio in Q1 2025, its #32 holding.
  • LPF Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 5 quarters since.
  • LPF Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $224K in Q3 2024.
  • 1,941 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.