BWG
RSP icon

Balanced Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Balanced Wealth Group’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
-3,172
Closed -$568K – 68
2024
Q3 		$568K Sell
3,172
-281
-8% -$48K 0.25% 41
2024
Q2 		$563K Sell
3,453
-591
-15% -$97.2K 0.26% 42
2024
Q1 		$671K Sell
4,044
-198
-5% -$31.8K 0.3% 39
2023
Q4 		$669K Buy
+4,242
New +$616K 0.35% 38

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $2.7B AUM 6.73% 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 $74.2B AUM 21.09% 1-Year Est. Return

Balanced Wealth Group's RSP Position: Q4 2024 in Review

Balanced Wealth Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 3,172 shares — an estimated $568K sold.

Balanced Wealth Group first reported a position in RSP in Q4 2023 and held it in 4 quarters. The position peaked at $671K in Q1 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Balanced Wealth Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Balanced Wealth Group sold 3,172 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $568K.
  • Balanced Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 4 quarters.
  • Balanced Wealth Group's Invesco S&P 500 Equal Weight ETF position peaked at $671K in Q1 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Balanced Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.