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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-49,484
Closed -$7.01M 53
2023
Q3
$7.01M Buy
49,484
+1,410
+3% +$211K 4.94% 8
2023
Q2
$7.19M Sell
48,074
-62,837
-57% -$9.05M 5.09% 7
2023
Q1
$16M Buy
110,911
+45,783
+70% +$6.7M 13.09% 1
2022
Q4
$9.2M Buy
+65,128
New +$9.11M 9.14% 5

Other funds holding RSP

Continuum Wealth Advisors's RSP Position: Q4 2023 in Review

Continuum Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 49,484 shares — an estimated $7.01M sold.

Continuum Wealth Advisors first reported a position in RSP in Q4 2022 and held it in 4 quarters. The position peaked at $16M in Q1 2023. 1,516 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

  • Continuum Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Continuum Wealth Advisors sold 49,484 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $7.01M.
  • Continuum Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 4 quarters.
  • Continuum Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $16M in Q1 2023.
  • 1,516 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Continuum Wealth Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.