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Caliber Wealth Management (Utah)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q2 		– Sell
-136,245
Closed -$19.7M – 62
2023
Q1 		$19.7M Buy
+136,245
New +$20M 14.75% 1

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caliber Wealth Management (Utah)'s RSP Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 136,245 shares — an estimated $19.7M sold.

Caliber Wealth Management (Utah) first reported a position in RSP in Q1 2023 and held it in 1 quarter. The position peaked at $19.7M in Q1 2023. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • Caliber Wealth Management (Utah) reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 136,245 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $19.7M.
  • Caliber Wealth Management (Utah) first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Invesco S&P 500 Equal Weight ETF position peaked at $19.7M in Q1 2023.
  • 1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.