Baron Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Baron Financial 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
2022 Q3	–	Sell	-395	Closed	-$53K	–	164
2022 Q2	$53K	Hold	395	–	–	0.04%	80
2022 Q1	$62.3K	Hold	395	–	–	0.04%	78
2021 Q4	$64.3K	Hold	395	–	–	0.04%	81
2021 Q3	$59.2K	Sell	395 -70	-15%	-$10.7K	0.04%	81
2021 Q2	$70.1K	Sell	465 -235	-34%	-$35K	0.04%	78
2021 Q1	$99.2K	Hold	700	–	–	0.07%	67
2020 Q4	$89.3K	Sell	700 -170	-20%	-$20.2K	0.07%	66
2020 Q3	$94.1K	Buy	+870	New	+$93.9K	0.09%	62

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

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

Baron Financial Group's RSP Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 395 shares — an estimated $53K sold.

Baron Financial Group first reported a position in RSP in Q3 2020 and held it in 8 quarters. The position peaked at $99.2K in Q1 2021. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Baron Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 395 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $53K.
Baron Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $99.2K in Q1 2021.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.