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Danda Trouve Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Danda Trouve Investment 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
2020
Q2 		– Sell
-24
Closed -$2K – 173
2020
Q1 		$2K Hold
24
– – ﹤0.01% 142
2019
Q4 		$3K Buy
+24
New +$2.67K ﹤0.01% 149

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Danda Trouve Investment Management's RSP Position: Q2 2020 in Review

Danda Trouve Investment Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 24 shares — an estimated $2K sold.

Danda Trouve Investment Management first reported a position in RSP in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 668 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

  • Danda Trouve Investment Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 24 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $2K.
  • Danda Trouve Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 2 quarters.
  • Danda Trouve Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $3K in Q4 2019.
  • 668 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Danda Trouve Investment Management's 13F filing for Q2 2020, filed 3 Aug 2020.