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Braun-Bostich & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-11,215
Closed -$1.9M – 139
2024
Q1 		$1.9M Sell
11,215
-13,776
-55% -$2.21M 1.59% 12
2023
Q4 		$3.94M Sell
24,991
-556
-2% -$80.8K 3.56% 6
2023
Q3 		$3.62M Buy
+25,547
New +$3.82M 6.75% 6
2022
Q1 		– Sell
-130,955
Closed -$20.8M – 129
2021
Q4 		$20.8M Buy
+130,955
New +$20.7M 4.95% 9

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Braun-Bostich & Associates's RSP Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 11,215 shares — an estimated $1.9M sold.

Braun-Bostich & Associates first reported a position in RSP in Q4 2021 and held it in 4 quarters. The position peaked at $20.8M in Q4 2021. 1,600 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 11,215 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $1.9M.
  • Braun-Bostich & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 4 quarters.
  • Braun-Bostich & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $20.8M in Q4 2021.
  • 1,600 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.