Aspire Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Aspire Wealth Management’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	$9.85K	Hold	55	–	–	0.01%	173
2024 Q2	$9.04K	Hold	55	–	–	0.01%	157
2024 Q1	$9.31K	Hold	55	–	–	0.01%	162
2023 Q4	$8.68K	Hold	55	–	–	0.01%	160
2023 Q3	$7.79K	Hold	55	–	–	0.01%	157
2023 Q2	$8.23K	Hold	55	–	–	0.01%	165
2023 Q1	$7.95K	Hold	55	–	–	0.01%	162
2022 Q4	$7.77K	Hold	55	–	–	0.01%	160
2022 Q3	$7K	Hold	55	–	–	0.01%	146
2022 Q2	$7K	Sell	55 -55	-50%	-$8.05K	0.01%	155
2022 Q1	$17K	Sell	110 -56	-34%	-$8.73K	0.01%	139
2021 Q4	$27K	Buy	+166	New	+$26.2K	0.02%	140

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's RSP Position: Q3 2024 in Review

Aspire Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2024 at 55 shares worth $9.85K. The position accounts for 0.01% of the portfolio, ranked #173.

Aspire Wealth Management first reported a position in RSP in Q4 2021 and has held it in 12 quarters since. The position peaked at $27K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

Aspire Wealth Management held 55 shares of Invesco S&P 500 Equal Weight ETF worth $9.85K as of Q3 2024.
Aspire Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2024.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #173 holding.
Aspire Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $27K in Q4 2021.
1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.