Center For Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Center For Asset Management’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
2022 Q3	–	Sell	-1,729	Closed	-$232K	–	109
2022 Q2	$232K	Sell	1,729 -114	-6%	-$16.7K	0.22%	97
2022 Q1	$291K	Sell	1,843 -1,708	-48%	-$266K	0.22%	90
2021 Q4	$578K	Sell	3,551 -1,009	-22%	-$159K	0.43%	47
2021 Q3	$683K	Sell	4,560 -23	-0.5%	-$3.52K	0.57%	44
2021 Q2	$691K	Sell	4,583 -138	-3%	-$20.5K	0.6%	41
2021 Q1	$669K	Sell	4,721 -2,739	-37%	-$370K	0.64%	39
2020 Q4	$951K	Buy	+7,460	New	+$887K	0.95%	29

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Center For Asset Management's RSP Position: Q3 2022 in Review

Center For Asset Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 1,729 shares — an estimated $232K sold.

Center For Asset Management first reported a position in RSP in Q4 2020 and held it in 7 quarters. The position peaked at $951K in Q4 2020. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Center For Asset Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Center For Asset Management sold 1,729 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $232K.
Center For Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 7 quarters.
Center For Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $951K in Q4 2020.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Center For Asset Management's 13F filing for Q3 2022, filed 21 Oct 2022.