Benedetti & Gucer’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Benedetti & Gucer’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	-3,962	Closed	-$560K	–	154
2022 Q4	$560K	Hold	3,962	–	–	0.41%	47
2022 Q3	$504K	Sell	3,962 -100	-2%	-$14.1K	0.4%	47
2022 Q2	$546K	Hold	4,062	–	–	0.37%	44
2022 Q1	$640K	Sell	4,062 -1,593	-28%	-$248K	0.43%	38
2021 Q4	$920K	Buy	5,655 +130	+2%	+$20.5K	0.62%	26
2021 Q3	$827K	Buy	5,525 +2,899	+110%	+$444K	0.63%	28
2021 Q2	$396K	Buy	2,626 +128	+5%	+$19.1K	0.36%	45
2021 Q1	$353K	Buy	+2,498	New	+$337K	0.32%	50

Other funds holding RSP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Benedetti & Gucer's RSP Position: Q1 2023 in Review

Benedetti & Gucer sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 3,962 shares — an estimated $560K sold.

Benedetti & Gucer first reported a position in RSP in Q1 2021 and held it in 8 quarters. The position peaked at $920K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

Benedetti & Gucer reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Benedetti & Gucer sold 3,962 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $560K.
Benedetti & Gucer first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 8 quarters.
Benedetti & Gucer's Invesco S&P 500 Equal Weight ETF position peaked at $920K 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 Benedetti & Gucer's 13F filing for Q1 2023, filed 27 Apr 2023.