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Moody Lynn & Lieberson’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moody Lynn & Lieberson’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 		$1.81M Sell
8,523
-1,009
-11% -$206K 0.1% 88
2026
Q1 		$1.83M Buy
9,532
+443
+5% +$87.8K 0.1% 84
2025
Q4 		$1.74M Sell
9,089
-240
-3% -$45.6K 0.09% 87
2025
Q3 		$1.77M Hold
9,329
– – 0.1% 88
2025
Q2 		$1.7M Sell
9,329
-141
-1% -$24.3K 0.1% 95
2025
Q1 		$1.64M Buy
9,470
+986
+12% +$175K 0.11% 91
2024
Q4 		$1.49M Buy
8,484
+956
+13% +$173K 0.09% 94
2024
Q3 		$1.35M Sell
7,528
-481
-6% -$82.2K 0.08% 109
2024
Q2 		$1.32M Buy
8,009
+1,114
+16% +$183K 0.09% 105
2024
Q1 		$1.17M Sell
6,895
-4,082
-37% -$655K 0.08% 106
2023
Q4 		$1.73M Buy
+10,977
New +$1.59M 0.13% 91

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Moody Lynn & Lieberson's RSP Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $206K and leaving 8,523 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #88.

Moody Lynn & Lieberson first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Moody Lynn & Lieberson held 8,523 shares of Invesco S&P 500 Equal Weight ETF worth $1.81M as of Q2 2026.
  • Moody Lynn & Lieberson sold 1,009 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $206K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #88 holding.
  • Moody Lynn & Lieberson first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
  • Moody Lynn & Lieberson's Invesco S&P 500 Equal Weight ETF position peaked at $1.83M in Q1 2026.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.