Better Money Decisions’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-1,070	Closed	-$144K	–	354
2022 Q2	$144K	Buy	+1,070	New	+$157K	0.12%	75
2021 Q4	–	Sell	-1,805	Closed	-$270K	–	461
2021 Q3	$270K	Buy	1,805 +3	+0.2%	+$459	0.22%	60
2021 Q2	$272K	Buy	1,802 +732	+68%	+$109K	0.24%	57
2021 Q1	$152K	Buy	+1,070	New	+$144K	0.16%	68

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

Better Money Decisions's RSP Position: Q3 2022 in Review

Better Money Decisions sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 1,070 shares — an estimated $144K sold.

Better Money Decisions first reported a position in RSP in Q1 2021 and held it in 4 quarters. The position peaked at $272K in Q2 2021. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Better Money Decisions reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,070 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $144K.
Better Money Decisions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Invesco S&P 500 Equal Weight ETF position peaked at $272K in Q2 2021.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.