Claraphi Advisory Network’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-4,687	Closed	-$739K	–	304
2022 Q1	$739K	Buy	+4,687	New	+$731K	0.21%	105
2021 Q4	–	Sell	-3,545	Closed	-$531K	–	324
2021 Q3	$531K	Buy	+3,545	New	+$543K	0.19%	130
2020 Q2	–	Sell	-56	Closed	-$5K	–	1000
2020 Q1	$5K	Sell	56 -2,412	-98%	-$256K	﹤0.01%	893
2019 Q4	$286K	Sell	2,468 -133	-5%	-$14.8K	0.18%	139
2019 Q3	$281K	Sell	2,601 -681	-21%	-$73.1K	0.17%	138
2019 Q2	$354K	Buy	3,282 +105	+3%	+$11.1K	0.21%	124
2019 Q1	$332K	Buy	3,177 +208	+7%	+$21K	0.21%	131
2018 Q4	$271K	Sell	2,969 -176	-6%	-$17.4K	0.21%	135
2018 Q3	$336K	Buy	3,145 +8	+0.3%	+$845	0.19%	143
2018 Q2	$320K	Buy	3,137 +128	+4%	+$13K	0.21%	143
2018 Q1	$299K	Buy	3,009 +264	+10%	+$27K	0.21%	142
2017 Q4	$277K	Buy	+2,745	New	+$269K	0.21%	143

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

Goldman Sachs New York $1.15T AUM 47.82% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Claraphi Advisory Network's RSP Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 4,687 shares — an estimated $739K sold.

Claraphi Advisory Network first reported a position in RSP in Q4 2017 and held it in 12 quarters. The position peaked at $739K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Claraphi Advisory Network reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,687 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $739K.
Claraphi Advisory Network first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 12 quarters.
Claraphi Advisory Network's Invesco S&P 500 Equal Weight ETF position peaked at $739K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.