Core Wealth Advisors (Florida)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-269	Closed	-$38.1K	–	287
2023 Q3	$38.1K	Buy	+269	New	+$40.2K	0.02%	87
2023 Q1	–	Sell	-6	Closed	-$849	–	273
2022 Q4	$849	Buy	6 +2	+50%	+$280	﹤0.01%	249
2022 Q3	$1K	Buy	+4	New	+$564	﹤0.01%	211
2020 Q3	–	Sell	-99	Closed	-$10K	–	169
2020 Q2	$10K	Buy	+99	New	+$9.55K	0.01%	89
2020 Q1	–	Sell	-117,920	Closed	-$13.6M	–	168
2019 Q4	$13.6M	Buy	+117,920	New	+$13.1M	7.84%	3

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Core Wealth Advisors (Florida)'s RSP Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 269 shares — an estimated $38.1K sold.

Core Wealth Advisors (Florida) first reported a position in RSP in Q4 2019 and held it in 5 quarters. The position peaked at $13.6M in Q4 2019. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 269 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $38.1K.
Core Wealth Advisors (Florida) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Invesco S&P 500 Equal Weight ETF position peaked at $13.6M in Q4 2019.
1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.