Lyell Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lyell 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 Q2	$3.14M	Sell	14,773 -2,227	-13%	-$456K	0.19%	81
2026 Q1	$3.26M	Buy	17,000 +974	+6%	+$193K	0.24%	79
2025 Q4	$3.07M	Buy	16,026 +2,242	+16%	+$426K	0.22%	74
2025 Q3	$2.61M	Buy	13,784 +169	+1%	+$31.5K	0.19%	81
2025 Q2	$2.47M	Sell	13,615 -4,481	-25%	-$773K	0.2%	85
2025 Q1	$3.13M	Sell	18,096 -673	-4%	-$120K	0.29%	78
2024 Q4	$3.29M	Sell	18,769 -707	-4%	-$128K	0.29%	80
2024 Q3	$3.49M	Buy	19,476 +531	+3%	+$90.7K	0.32%	83
2024 Q2	$3.11M	Sell	18,945 -4,317	-19%	-$710K	0.3%	83
2024 Q1	$3.94M	Buy	23,262 +141	+0.6%	+$22.6K	0.4%	76
2023 Q4	$3.65M	Buy	23,121 +256	+1%	+$37.2K	0.41%	74
2023 Q3	$3.24M	Sell	22,865 -2,382	-9%	-$356K	0.44%	70
2023 Q2	$3.78M	Sell	25,247 -2,747	-10%	-$396K	0.48%	67
2023 Q1	$4.05M	Buy	27,994 +153	+0.5%	+$22.4K	0.57%	63
2022 Q4	$3.93M	Buy	27,841 +14,464	+108%	+$2.02M	0.62%	60
2022 Q3	$1.7M	Buy	13,377 +1,760	+15%	+$248K	0.29%	89
2022 Q2	$1.56M	Buy	11,617 +559	+5%	+$81.8K	0.25%	91
2022 Q1	$1.74M	Buy	11,058 +1,126	+11%	+$176K	0.22%	91
2021 Q4	$1.62M	Buy	9,932 +574	+6%	+$90.7K	0.18%	88
2021 Q3	$1.4M	Sell	9,358 -1,048	-10%	-$160K	0.17%	92
2021 Q2	$1.57M	Buy	10,406 +5,135	+97%	+$764K	0.19%	88
2021 Q1	$747K	Buy	5,271 +2,741	+108%	+$370K	0.11%	109
2020 Q4	$323K	Buy	2,530 +300	+13%	+$35.7K	0.05%	134
2020 Q3	$241K	Buy	+2,230	New	+$241K	0.05%	120
2020 Q2	–	Sell	-2,821	Closed	-$237K	–	128
2020 Q1	$237K	Buy	2,821 +6	+0.2%	+$638	0.07%	109
2019 Q4	$326K	Buy	+2,815	New	+$313K	0.09%	100

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Lyell Wealth Management's RSP Position: Q2 2026 in Review

Lyell Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, selling an estimated $456K and leaving 14,773 shares worth $3.14M. The position accounts for 0.19% of the portfolio, ranked #81.

Lyell Wealth Management first reported a position in RSP in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.05M in Q1 2023. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Lyell Wealth Management held 14,773 shares of Invesco S&P 500 Equal Weight ETF worth $3.14M as of Q2 2026.
Lyell Wealth Management sold 2,227 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $456K.
Invesco S&P 500 Equal Weight ETF made up 0.19% of Lyell Wealth Management's portfolio in Q2 2026, its #81 holding.
Lyell Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 26 quarters since.
Lyell Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.05M in Q1 2023.
2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.