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

Bell 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
2023
Q1 		– Sell
-1,064
Closed -$150K – 1970
2022
Q4 		$150K Hold
1,064
– – 0.04% 90
2022
Q3 		$135K Hold
1,064
– – 0.04% 72
2022
Q2 		$143K Buy
+1,064
New +$156K 0.04% 77
2021
Q4 		$210K Hold
1,288
– – 0.06% 75
2021
Q3 		$193K Buy
+1,288
New +$197K 0.06% 71

Other funds holding RSP

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bell Investment Advisors's RSP Position: Q1 2023 in Review

Bell Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 1,064 shares — an estimated $150K sold.

Bell Investment Advisors first reported a position in RSP in Q3 2021 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • Bell Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 1,064 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $150K.
  • Bell Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $210K in Q4 2021.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.