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

Aveo Capital 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
Q4 		– Sell
-1,230
Closed -$220K – 360
2024
Q3 		$220K Buy
+1,230
New +$210K 0.02% 322
2023
Q4 		– Sell
-6,160
Closed -$873K – 365
2023
Q3 		$873K Sell
6,160
-36
-0.6% -$5.38K 0.11% 136
2023
Q2 		$927K Sell
6,196
-131
-2% -$18.9K 0.12% 138
2023
Q1 		$915K Sell
6,327
-7
-0.1% -$1.02K 0.12% 127
2022
Q4 		$895K Buy
6,334
+2,028
+47% +$284K 0.13% 123
2022
Q3 		$548K Sell
4,306
-59
-1% -$8.32K 0.09% 151
2022
Q2 		$586K Sell
4,365
-3,836
-47% -$561K 0.1% 160
2022
Q1 		$1.29M Sell
8,201
-130
-2% -$20.3K 0.23% 92
2021
Q4 		$1.36M Buy
8,331
+1,643
+25% +$260K 0.24% 86
2021
Q3 		$1M Buy
6,688
+468
+8% +$71.7K 0.21% 98
2021
Q2 		$938K Buy
6,220
+427
+7% +$63.6K 0.21% 104
2021
Q1 		$821K Buy
5,793
+3,289
+131% +$444K 0.21% 97
2020
Q4 		$319K Sell
2,504
-100
-4% -$11.9K 0.49% 47
2020
Q3 		$282K Buy
2,604
+34
+1% +$3.67K 0.1% 159
2020
Q2 		$262K Buy
+2,570
New +$248K 0.53% 43
2019
Q3 		– Sell
-3,937
Closed -$204K – 196
2019
Q2 		$204K Buy
+3,937
New +$417K 0.09% 176
2017
Q1 		– Sell
-2,499
Closed -$217K – 206
2016
Q4 		$217K Buy
+2,499
New +$211K 0.06% 199

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $83.7B AUM 27.22% 1-Year Est. Return

Aveo Capital Partners's RSP Position: Q4 2024 in Review

Aveo Capital Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 1,230 shares — an estimated $220K sold.

Aveo Capital Partners first reported a position in RSP in Q4 2016 and held it in 17 quarters. The position peaked at $1.36M in Q4 2021. 1,914 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Aveo Capital Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 1,230 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $220K.
  • Aveo Capital Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.36M in Q4 2021.
  • 1,914 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.