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Buckingham Strategic Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Buckingham Strategic Wealth’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 		$1.5M Buy
9,150
+92
+1% +$15.1K 0.02% 273
2024
Q1 		$1.53M Buy
9,058
+1,265
+16% +$203K 0.02% 275
2023
Q4 		$1.23M Sell
7,793
-2,627
-25% -$382K 0.01% 295
2023
Q3 		$1.48M Buy
10,420
+7,092
+213% +$1.06M 0.02% 245
2023
Q2 		$498K Buy
3,328
+1,136
+52% +$164K 0.01% 426
2023
Q1 		$310K Hold
2,192
– – 0.01% 474
2022
Q4 		$310K Buy
2,192
+143
+7% +$20K 0.01% 476
2022
Q3 		$261K Sell
2,049
-150
-7% -$21.2K 0.01% 496
2022
Q2 		$295K Buy
2,199
+182
+9% +$26.6K 0.01% 468
2022
Q1 		$318K Buy
2,017
+247
+14% +$38.5K 0.01% 457
2021
Q4 		$288K Buy
1,770
+49
+3% +$7.74K 0.01% 481
2021
Q3 		$258K Hold
1,721
– – 0.01% 500
2021
Q2 		$259K Buy
1,721
+200
+13% +$29.8K 0.01% 491
2021
Q1 		$215K Buy
+1,521
New +$205K 0.01% 507

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 $74.2B AUM 21.09% 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 $27.4B AUM 24.17% 1-Year Est. Return

Buckingham Strategic Wealth's RSP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1% in Q2 2024, buying an estimated $15.1K and bringing the position to 9,150 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #273.

Buckingham Strategic Wealth first reported a position in RSP in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2024. 1,599 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • Buckingham Strategic Wealth held 9,150 shares of Invesco S&P 500 Equal Weight ETF worth $1.5M as of Q2 2024.
  • Buckingham Strategic Wealth bought 92 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $15.1K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #273 holding.
  • Buckingham Strategic Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $1.53M in Q1 2024.
  • 1,599 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.