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Boys Arnold & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-3,450
Closed -$290K – 169
2020
Q1 		$290K Sell
3,450
-200
-5% -$21.3K 0.05% 215
2019
Q4 		$422K Hold
3,650
– – 0.06% 220
2019
Q3 		$393K Sell
3,650
-2,400
-40% -$258K 0.06% 217
2019
Q2 		$652K Hold
6,050
– – 0.09% 172
2019
Q1 		$632K Buy
6,050
+800
+15% +$80.7K 0.09% 176
2018
Q4 		$476K Hold
5,250
– – 0.08% 192
2018
Q3 		$561K Buy
5,250
+350
+7% +$37K 0.08% 187
2018
Q2 		$499K Buy
+4,900
New +$497K 0.07% 205
2018
Q1 		– Sell
-4,950
Closed -$500K – 288
2017
Q4 		$500K Sell
4,950
-100
-2% -$9.82K 0.08% 208
2017
Q3 		$482K Sell
5,050
-200
-4% -$18.7K 0.08% 207
2017
Q2 		$487K Hold
5,250
– – 0.06% 207
2017
Q1 		$477K Sell
5,250
-100
-2% -$8.97K 0.08% 205
2016
Q4 		$464K Hold
5,350
– – 0.08% 198
2016
Q3 		$447K Hold
5,350
– – 0.08% 193
2016
Q2 		$430K Buy
+5,350
New +$425K 0.07% 193
2016
Q1 		– Sell
-12,570
Closed -$963K – 189
2015
Q4 		$963K Buy
12,570
+6,735
+115% +$523K 0.1% 149
2015
Q3 		$429K Buy
5,835
+3,300
+130% +$257K 0.09% 165
2015
Q2 		$202K Hold
2,535
– – 0.04% 212
2015
Q1 		$205K Hold
2,535
– – 0.04% 208
2014
Q4 		$203K Buy
+2,535
New +$197K 0.04% 202
2014
Q2 		– Sell
-3,775
Closed -$276K – 220
2014
Q1 		$276K Sell
3,775
-475
-11% -$33.9K 0.05% 184
2013
Q4 		$303K Buy
4,250
+550
+15% +$37.6K 0.06% 170
2013
Q3 		$241K Buy
+3,700
New +$239K 0.05% 174

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boys Arnold & Co's RSP Position: Q2 2020 in Review

Boys Arnold & Co sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 3,450 shares — an estimated $290K sold.

Boys Arnold & Co first reported a position in RSP in Q3 2013 and held it in 23 quarters. The position peaked at $963K in Q4 2015. 671 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

  • Boys Arnold & Co reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 3,450 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $290K.
  • Boys Arnold & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and held it in 23 quarters.
  • Boys Arnold & Co's Invesco S&P 500 Equal Weight ETF position peaked at $963K in Q4 2015.
  • 671 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.