Cerro Pacific Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cerro Pacific Wealth Advisors’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	-5,389	Closed	-$723K	–	150
2022 Q2	$723K	Buy	+5,389	New	+$788K	0.45%	58
2020 Q4	$264K	Buy	+2,069	New	+$246K	0.16%	95

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerro Pacific Wealth Advisors's RSP Position: Q3 2022 in Review

Cerro Pacific Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 5,389 shares — an estimated $723K sold.

Cerro Pacific Wealth Advisors first reported a position in RSP in Q4 2020 and held it in 2 quarters. The position peaked at $723K in Q2 2022. 1,080 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Cerro Pacific Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 5,389 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $723K.
Cerro Pacific Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 2 quarters.
Cerro Pacific Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $723K in Q2 2022.
1,080 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.