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D. Scott Neal’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

D. Scott Neal’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
-2,244
Closed -$318K – 66
2023
Q3 		$318K Hold
2,244
– – 0.27% 44
2023
Q2 		$336K Sell
2,244
-153
-6% -$22K 0.25% 44
2023
Q1 		$347K Hold
2,397
– – 0.19% 44
2022
Q4 		$339K Hold
2,397
– – 0.16% 44
2022
Q3 		$305K Hold
2,397
– – 0.13% 47
2022
Q2 		$322K Hold
2,397
– – 0.13% 45
2022
Q1 		$378K Hold
2,397
– – 0.15% 48
2021
Q4 		$390K Buy
+2,397
New +$379K 0.15% 43

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

D. Scott Neal's RSP Position: Q4 2023 in Review

D. Scott Neal sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 2,244 shares — an estimated $318K sold.

D. Scott Neal first reported a position in RSP in Q4 2021 and held it in 8 quarters. The position peaked at $390K in Q4 2021. 1,513 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

  • D. Scott Neal reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • D. Scott Neal sold 2,244 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $318K.
  • D. Scott Neal first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 8 quarters.
  • D. Scott Neal's Invesco S&P 500 Equal Weight ETF position peaked at $390K in Q4 2021.
  • 1,513 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on D. Scott Neal's 13F filing for Q4 2023, filed 17 Jan 2024.