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

Clarity 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
2020 Q3	–	Sell	-10,825	Closed	-$1.1M	–	62
2020 Q2	$1.1M	Sell	10,825 -46,355	-81%	-$4.47M	0.87%	32
2020 Q1	$4.8M	Buy	57,180 +299	+0.5%	+$31.8K	5%	5
2019 Q4	$6.58M	Buy	+56,881	New	+$6.32M	5.54%	5

Other funds holding RSP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarity Wealth Advisors's RSP Position: Q3 2020 in Review

Clarity Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 10,825 shares — an estimated $1.1M sold.

Clarity Wealth Advisors first reported a position in RSP in Q4 2019 and held it in 3 quarters. The position peaked at $6.58M in Q4 2019. 693 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Clarity Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
Clarity Wealth Advisors sold 10,825 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $1.1M.
Clarity Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 3 quarters.
Clarity Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.58M in Q4 2019.
693 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Clarity Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.