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LRI Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LRI Investments’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 		$757K Buy
3,559
+713
+25% +$146K 0.06% 154
2026
Q1 		$546K Buy
2,846
+2,160
+315% +$428K 0.05% 174
2025
Q4 		$131K Buy
686
+211
+44% +$40.1K 0.01% 363
2025
Q3 		$90.1K Hold
475
– – 0.01% 437
2025
Q2 		$86.3K Hold
475
– – 0.01% 455
2025
Q1 		$82.3K Hold
475
– – 0.01% 449
2024
Q4 		$83.2K Hold
475
– – 0.01% 443
2024
Q3 		$86.6K Hold
475
– – 0.01% 436
2024
Q2 		$78K Buy
475
+220
+86% +$36.2K 0.01% 427
2024
Q1 		$43.2K Buy
+255
New +$40.9K 0.01% 282

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRI Investments's RSP Position: Q2 2026 in Review

LRI Investments increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q2 2026, buying an estimated $146K and bringing the position to 3,559 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #154.

LRI Investments first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • LRI Investments held 3,559 shares of Invesco S&P 500 Equal Weight ETF worth $757K as of Q2 2026.
  • LRI Investments bought 713 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $146K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of LRI Investments's portfolio in Q2 2026, its #154 holding.
  • LRI Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.