Oliver Lagore Vanvalin Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$4.33M	Buy	+25,013	New	+$4.32M	1.7%	12
2024 Q4	$3.93M	Buy	22,442 +4,761	+27%	+$861K	1.01%	20
2024 Q3	$3.17M	Buy	17,681 +17,086	+2,872%	+$2.92M	0.85%	22
2024 Q2	$97.7K	Sell	595 -128,654	-100%	-$21.2M	0.03%	167
2024 Q1	$21.9M	Buy	129,249 +76,946	+147%	+$12.4M	6.42%	2
2023 Q4	$8.25M	Buy	52,303 +52,289	+373,493%	+$7.6M	3.07%	7
2023 Q3	$1.98K	Hold	14	–	–	﹤0.01%	694
2023 Q2	$2.1K	Sell	14 -195	-93%	-$28.1K	﹤0.01%	651
2023 Q1	$30.3K	Buy	+209	New	+$30.6K	0.01%	240
2022 Q2	–	Sell	-58	Closed	-$9K	–	689
2022 Q1	$9K	Buy	+58	New	+$9.04K	0.01%	347

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RSP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025: 25,013 shares worth $4.33M. The stake represents 1.7% of the portfolio and ranks #12 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in RSP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in RSP in Q1 2022 and has held it in 10 quarters since. The position peaked at $21.9M in Q1 2024. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 25,013 shares of Invesco S&P 500 Equal Weight ETF worth $4.33M as of Q2 2025.
Invesco S&P 500 Equal Weight ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Invesco S&P 500 Equal Weight ETF made up 1.7% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #12 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $21.9M in Q1 2024.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.