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Invesco S&p 500 Equal Weight Etf shares owned by LM Advisors

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Invesco S&p 500 Equal Weight Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight Etf held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 58k 189.70
2025-06-30 $10M 56k 181.74
2025-03-31 $10M 60k 173.24
2024-12-31 $9.0M 51k 175.23
2024-09-30 $7.0M 41k 171.26
2024-03-31 $5.3M 33k 160.20
2023-12-31 $3.4M 21k 157.80

More positions owned by LM Advisors

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Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)
Meta Platforms Inc Cl A Cl A (META)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

Top funds holding Invesco S&p 500 Equal Weight Etf

Morgan Stanley
Northwestern Mutual Wealth Management Company
Invesco
Texas Permanent School Fund
Goldman Sachs Group
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
Farallon Capital Management
Citadel Advisors
Cresset Asset Management
Japan Science & Technology Agency
Raymond James Financial
Keybank National Association

View all funds holding Invesco S&p 500 Equal Weight Etf