Berman Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Berman Capital 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 Q3	$2.45M	Buy	16,350 +57	+0.3%	+$8.73K	0.39%	37
2021 Q2	$2.46M	Buy	16,293 +15,543	+2,072%	+$2.31M	0.39%	30
2021 Q1	$106K	Hold	750	–	–	0.02%	295
2020 Q4	$95K	Hold	750	–	–	0.02%	257
2020 Q3	$81K	Hold	750	–	–	0.02%	258
2020 Q2	$76K	Hold	750	–	–	0.02%	264
2020 Q1	$63K	Hold	750	–	–	0.02%	256
2019 Q4	$86K	Hold	750	–	–	0.02%	244
2019 Q3	$81K	Hold	750	–	–	0.03%	238
2019 Q2	$80K	Buy	+750	New	+$79.4K	0.03%	236

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Berman Capital Advisors's RSP Position: Q3 2021 in Review

Berman Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.35% in Q3 2021, buying an estimated $8.73K and bringing the position to 16,350 shares worth $2.45M. The position accounts for 0.39% of the portfolio, ranked #37.

Berman Capital Advisors first reported a position in RSP in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.46M in Q2 2021. 1,001 funds tracked by Wall St. Rank hold RSP as of Q3 2021.

Berman Capital Advisors held 16,350 shares of Invesco S&P 500 Equal Weight ETF worth $2.45M as of Q3 2021.
Berman Capital Advisors bought 57 Invesco S&P 500 Equal Weight ETF shares in Q3 2021, an estimated $8.73K.
Invesco S&P 500 Equal Weight ETF made up 0.39% of Berman Capital Advisors's portfolio in Q3 2021, its #37 holding.
Berman Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.46M in Q2 2021.
1,001 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.