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Americana Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Americana Partners’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
2024
Q3 		– Sell
-1,263
Closed -$207K – 380
2024
Q2 		$207K Buy
+1,263
New +$208K 0.02% 335
2021
Q3 		– Sell
-2,480
Closed -$373K – 246
2021
Q2 		$373K Hold
2,480
– – 0.19% 82
2021
Q1 		$351K Buy
+2,480
New +$335K 0.22% 69

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Americana Partners's RSP Position: Q3 2024 in Review

Americana Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 1,263 shares — an estimated $207K sold.

Americana Partners first reported a position in RSP in Q1 2021 and held it in 3 quarters. The position peaked at $373K in Q2 2021. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • Americana Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Americana Partners sold 1,263 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $207K.
  • Americana Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 3 quarters.
  • Americana Partners's Invesco S&P 500 Equal Weight ETF position peaked at $373K in Q2 2021.
  • 1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Americana Partners's 13F filing for Q3 2024, filed 28 Oct 2024.