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Boston Mountain Money Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Boston Mountain Money Management’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
2024
Q3 		$2.18M Buy
12,174
+937
+8% +$160K 1.27% 17
2024
Q2 		$1.85M Buy
11,237
+4,271
+61% +$703K 1.22% 16
2024
Q1 		$1.18M Buy
+6,966
New +$1.12M 0.81% 22

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Mountain Money Management's RSP Position: Q3 2024 in Review

Boston Mountain Money Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 8.3% in Q3 2024, buying an estimated $160K and bringing the position to 12,174 shares worth $2.18M. The position accounts for 1.27% of the portfolio, ranked #17.

Boston Mountain Money Management first reported a position in RSP in Q1 2024 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • Boston Mountain Money Management held 12,174 shares of Invesco S&P 500 Equal Weight ETF worth $2.18M as of Q3 2024.
  • Boston Mountain Money Management bought 937 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $160K.
  • Invesco S&P 500 Equal Weight ETF made up 1.27% of Boston Mountain Money Management's portfolio in Q3 2024, its #17 holding.
  • Boston Mountain Money Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.