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

Clearview 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
2023 Q3	–	Sell	-351	Closed	-$52.6K	–	518
2023 Q2	$52.6K	Buy	351 +1	+0.3%	+$144	0.05%	195
2023 Q1	$50.7K	Buy	350 +1	+0.3%	+$146	0.05%	200
2022 Q4	$49.4K	Buy	349 +1	+0.3%	+$140	0.04%	171
2022 Q3	$44K	Hold	348	–	–	0.03%	177
2022 Q2	$47K	Buy	348 +1	+0.3%	+$146	0.04%	192
2022 Q1	$55K	Buy	347 +1	+0.3%	+$156	0.04%	189
2021 Q4	$56K	Sell	346 -125	-27%	-$19.8K	0.03%	218
2021 Q3	$71K	Sell	471 -75	-14%	-$11.5K	0.05%	204
2021 Q2	$82K	Sell	546 -85	-13%	-$12.7K	0.05%	187
2021 Q1	$90K	Buy	631 +288	+84%	+$38.9K	0.06%	169
2020 Q4	$44K	Buy	+343	New	+$40.8K	0.03%	208

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's RSP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 351 shares — an estimated $52.6K sold.

Clearview Wealth Advisors first reported a position in RSP in Q4 2020 and held it in 11 quarters. The position peaked at $90K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 351 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $52.6K.
Clearview Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $90K in Q1 2021.
1,331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.