LWM Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LWM Advisory Services’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	–	Sell	-49,466	Closed	-$8.99M	–	96
2025 Q2	$8.99M	Buy	49,466 +359	+0.7%	+$62K	6.2%	4
2025 Q1	$8.51M	Buy	+49,107	New	+$8.73M	5.91%	4
2024 Q4	–	Sell	-1,190	Closed	-$213K	–	99
2024 Q3	$213K	Buy	+1,190	New	+$203K	0.16%	90
2024 Q2	–	Sell	-2,214	Closed	-$375K	–	89
2024 Q1	$375K	Hold	2,214	–	–	0.3%	61
2023 Q4	$349K	Sell	2,214 -541	-20%	-$78.6K	0.31%	60
2023 Q3	$390K	Hold	2,755	–	–	0.42%	46
2023 Q2	$412K	Sell	2,755 -2,686	-49%	-$387K	0.44%	42
2023 Q1	$787K	Sell	5,441 -318	-6%	-$46.6K	0.84%	23
2022 Q4	$813K	Buy	+5,759	New	+$805K	0.9%	23

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM Advisory Services's RSP Position: Q3 2025 in Review

LWM Advisory Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 49,466 shares — an estimated $8.99M sold.

LWM Advisory Services first reported a position in RSP in Q4 2022 and held it in 9 quarters. The position peaked at $8.99M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

LWM Advisory Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
LWM Advisory Services sold 49,466 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $8.99M.
LWM Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 9 quarters.
LWM Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $8.99M in Q2 2025.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on LWM Advisory Services's 13F filing for Q3 2025, filed 25 Nov 2025.