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Bel Air Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bel Air Investment 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
2021
Q2 		$9.38M Buy
62,209
+14,393
+30% +$2.14M 0.29% 55
2021
Q1 		$6.77M Buy
+47,816
New +$6.45M 0.21% 73

Other funds holding RSP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Bel Air Investment Advisors's RSP Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 30% in Q2 2021, buying an estimated $2.14M and bringing the position to 62,209 shares worth $9.38M. The position accounts for 0.29% of the portfolio, ranked #55.

Bel Air Investment Advisors first reported a position in RSP in Q1 2021 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold RSP as of Q2 2021.

  • Bel Air Investment Advisors held 62,209 shares of Invesco S&P 500 Equal Weight ETF worth $9.38M as of Q2 2021.
  • Bel Air Investment Advisors bought 14,393 Invesco S&P 500 Equal Weight ETF shares in Q2 2021, an estimated $2.14M.
  • Invesco S&P 500 Equal Weight ETF made up 0.29% of Bel Air Investment Advisors's portfolio in Q2 2021, its #55 holding.
  • Bel Air Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 2 quarters since.
  • 983 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.