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Custom Portfolio Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Custom Portfolio Group’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
Q2 		$113K Hold
690
– – 0.09% 66
2024
Q1 		$117K Hold
690
– – 0.1% 66
2023
Q4 		$109K Buy
+690
New +$100K 0.1% 62

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

Custom Portfolio Group's RSP Position: Q2 2024 in Review

Custom Portfolio Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2024 at 690 shares worth $113K. The position accounts for 0.09% of the portfolio, ranked #66.

Custom Portfolio Group first reported a position in RSP in Q4 2023 and has held it in 3 quarters since. The position peaked at $117K in Q1 2024. 1,604 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • Custom Portfolio Group held 690 shares of Invesco S&P 500 Equal Weight ETF worth $113K as of Q2 2024.
  • Custom Portfolio Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of Custom Portfolio Group's portfolio in Q2 2024, its #66 holding.
  • Custom Portfolio Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Invesco S&P 500 Equal Weight ETF position peaked at $117K in Q1 2024.
  • 1,604 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.