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Cedar Brook Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cedar Brook Financial Partners’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
-2,024
Closed -$343K – 316
2024
Q1 		$343K Buy
2,024
+547
+37% +$87.8K 0.07% 291
2023
Q4 		$231K Buy
+1,477
New +$215K 0.05% 352
2023
Q3 		– Sell
-1,820
Closed -$272K – 414
2023
Q2 		$272K Buy
1,820
+321
+21% +$46.2K 0.06% 300
2023
Q1 		$217K Buy
+1,499
New +$220K 0.06% 347
2022
Q4 		– Sell
-2,477
Closed -$315K – 385
2022
Q3 		$315K Buy
2,477
+971
+64% +$137K 0.1% 234
2022
Q2 		$202K Sell
1,506
-1,543
-51% -$226K 0.06% 324
2022
Q1 		$481K Buy
3,049
+1,047
+52% +$163K 0.12% 186
2021
Q4 		$326K Buy
+2,002
New +$316K 0.08% 258

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

Cedar Brook Financial Partners's RSP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 2,024 shares — an estimated $343K sold.

Cedar Brook Financial Partners first reported a position in RSP in Q4 2021 and held it in 8 quarters. The position peaked at $481K in Q1 2022. 1,599 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,024 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $343K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 8 quarters.
  • Cedar Brook Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $481K in Q1 2022.
  • 1,599 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.