Lji Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Lji Wealth Management, LLC

$573 Billion
Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,214 shares of RSP stock, worth $414,770. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,214

Previous 3,509 36.91%

Holding current value

$414,770

Previous $638 Million 34.14%

% of portfolio

0.07%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$181.56 - $190.33 $235,120 - $246,477	-1,295 Reduced 36.91%	2,214 $420 Million
Q2 2025 Jul 31, 2025	SELL	$152.93 - $181.74 $93,746 - $111,406	-613 Reduced 14.87%	3,509 $638 Million
Q1 2025 May 01, 2025	BUY	$169.43 - $182.84 $4,913 - $5,302	29 Added 0.71%	4,122 $714 Million
Q3 2024 Nov 06, 2024	BUY	$162.83 - $179.16 $17,422 - $19,170	107 Added 2.68%	4,093 $733 Million
Q1 2024 May 15, 2024	BUY	$153.84 - $169.37 $22,614 - $24,897	147 Added 3.83%	3,986 $675 Million
Q4 2023 Feb 13, 2024	BUY	$133.66 - $158.41 $89,284 - $105,817	668 Added 21.07%	3,839 $606 Million
Q3 2023 Feb 02, 2024	SELL	$141.04 - $155.0 $32.4 Million - $35.6 Million	-229,500 Reduced 98.64%	3,171 $449 Million
Q2 2023 Feb 02, 2024	BUY	$139.61 - $149.64 $32 Million - $34.3 Million	229,500 Added 7237.46%	232,671 $475 Million
Q4 2022 Jan 02, 2024	BUY	$128.02 - $149.03 $405,951 - $472,574	3,171 New	3,171 $448 Million

Others Institutions Holding RSP

# of Institutions

2,225

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
Sector ETFs
Industry ETFs

More about RSP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History