SEC 13F Intelligence

Lionsbridge Wealth Management LLC / RSP

Lionsbridge Wealth Management LLC’s Invesco Exchange Traded Fd T Position

Does Lionsbridge Wealth Management LLC own Invesco Exchange Traded Fd T (RSP)? Yes — 12.4K shares worth $2M (+2.38% of its 13F portfolio) as of Q1 2026, down from 17.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
12.4K
% of Portfolio
+2.38%
Quarters Held
10
currently held

Position History RSP

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q3 ’23: $2MQ4 ’23: $6MQ4 ’23Q3 ’24: $932,528Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $4MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.4K$2M+2.38%
Q4 202517.0K$3M+3.29%
Q3 202519.0K$4M+3.55%
Q2 202511.5K$2M+2.08%
Q1 202512.0K$2M+1.85%
Q4 20246.9K$1M+1.02%
Q3 20245.2K$932,528+0.74%
Q4 202339.8K$6M+5.02%
Q3 202313.1K$2M+1.76%
Q4 201917.1K$2M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of RSP.