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Comprehensive Financial Consultants Institutional’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-241
Closed -$37K – 421
2021
Q4 		$37K Buy
+241
New +$38.1K 0.02% 259

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's RSP Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022, closing a stake of 241 shares — an estimated $37K sold.

Comprehensive Financial Consultants Institutional first reported a position in RSP in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 241 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $37K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Invesco S&P 500 Equal Weight ETF position peaked at $37K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.