BFA
RSP icon

BBJS Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

BBJS Financial Advisors’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 		$26.3M Buy
146,802
+8,987
+7% +$1.54M 9.38% 2
2024
Q2 		$22.6M Buy
137,815
+80,992
+143% +$13.3M 8.44% 2
2024
Q1 		$9.62M Buy
56,823
+41,278
+266% +$6.63M 3.43% 9
2023
Q4 		$2.45M Buy
+15,545
New +$2.26M 0.85% 24

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

BBJS Financial Advisors's RSP Position: Q3 2024 in Review

BBJS Financial Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.5% in Q3 2024, buying an estimated $1.54M and bringing the position to 146,802 shares worth $26.3M. The position accounts for 9.38% of the portfolio, ranked #2.

BBJS Financial Advisors first reported a position in RSP in Q4 2023 and has held it in 4 quarters since. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • BBJS Financial Advisors held 146,802 shares of Invesco S&P 500 Equal Weight ETF worth $26.3M as of Q3 2024.
  • BBJS Financial Advisors bought 8,987 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $1.54M.
  • Invesco S&P 500 Equal Weight ETF made up 9.38% of BBJS Financial Advisors's portfolio in Q3 2024, its #2 holding.
  • BBJS Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.