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Curi Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Curi Wealth Management’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
-5,957
Closed -$940K – 111
2023
Q4 		$940K Buy
5,957
+3,261
+121% +$474K 0.13% 67
2023
Q3 		$382K Buy
2,696
+382
+17% +$57.1K 0.06% 97
2023
Q2 		$346K Buy
2,314
+10
+0.4% +$1.44K 0.05% 114
2023
Q1 		$333K Sell
2,304
-73
-3% -$10.7K 0.05% 116
2022
Q4 		$336K Sell
2,377
-227
-9% -$31.7K 0.05% 134
2022
Q3 		$331K Buy
2,604
+325
+14% +$45.8K 0.05% 127
2022
Q2 		$306K Buy
2,279
+563
+33% +$82.4K 0.06% 87
2022
Q1 		$270K Buy
1,716
+852
+99% +$133K 0.05% 94
2021
Q4 		$140K Buy
+864
New +$137K 0.02% 126
2021
Q1 		– Sell
-854
Closed -$109K – 408
2020
Q4 		$109K Buy
+854
New +$102K 0.08% 111

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curi Wealth Management's RSP Position: Q1 2024 in Review

Curi Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 5,957 shares — an estimated $940K sold.

Curi Wealth Management first reported a position in RSP in Q4 2020 and held it in 10 quarters. The position peaked at $940K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Curi Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 5,957 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $940K.
  • Curi Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $940K in Q4 2023.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.