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Curated Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Curated Wealth Partners’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
2024
Q1 		– Sell
-34,115
Closed -$5.48M – 242
2023
Q4 		$5.38M Sell
34,115
-29,402
-46% -$4.27M 0.88% 10
2023
Q3 		$9M Sell
63,517
-6,068
-9% -$906K 1.64% 4
2023
Q2 		$10.4M Buy
69,585
+1,379
+2% +$199K 2.02% 5
2023
Q1 		$9.86M Buy
68,206
+48,143
+240% +$7.05M 2.22% 5
2022
Q4 		$2.83M Buy
+20,063
New +$2.81M 0.69% 11

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Curated Wealth Partners's RSP Position: Q1 2024 in Review

Curated Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 34,115 shares — an estimated $5.48M sold.

Curated Wealth Partners first reported a position in RSP in Q4 2022 and held it in 5 quarters. The position peaked at $10.4M in Q2 2023. 1,581 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Curated Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 34,115 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $5.48M.
  • Curated Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 5 quarters.
  • Curated Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $10.4M in Q2 2023.
  • 1,581 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.