1834 Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-175	Closed	-$23K	–	400
2022 Q2	$23K	Hold	175	–	–	﹤0.01%	331
2022 Q1	$28K	Sell	175 -41	-19%	-$6.39K	﹤0.01%	288
2021 Q4	$35K	Sell	216 -15	-6%	-$2.37K	﹤0.01%	286
2021 Q3	$35K	Hold	231	–	–	﹤0.01%	293
2021 Q2	$35K	Hold	231	–	–	﹤0.01%	301
2021 Q1	$33K	Hold	231	–	–	﹤0.01%	291
2020 Q4	$30K	Hold	231	–	–	﹤0.01%	295
2020 Q3	$25K	Hold	231	–	–	﹤0.01%	294
2020 Q2	$24K	Hold	231	–	–	﹤0.01%	280
2020 Q1	$19K	Hold	231	–	–	﹤0.01%	302
2019 Q4	$27K	Hold	231	–	–	﹤0.01%	310
2019 Q3	$25K	Hold	231	–	–	﹤0.01%	312
2019 Q2	$25K	Hold	231	–	–	﹤0.01%	326
2019 Q1	$24K	Hold	231	–	–	﹤0.01%	319
2018 Q4	$21K	Hold	231	–	–	﹤0.01%	319
2018 Q3	$25K	Hold	231	–	–	﹤0.01%	320
2018 Q2	$24K	Hold	231	–	–	﹤0.01%	325
2018 Q1	$23K	Hold	231	–	–	﹤0.01%	339
2017 Q4	$23K	Buy	+231	New	+$22.7K	﹤0.01%	352

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1834 Investment Advisors's RSP Position: Q3 2022 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 175 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in RSP in Q4 2017 and held it in 19 quarters. The position peaked at $35K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 175 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $23K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $35K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.