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

Doyle 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
2022 Q3	$229K	Sell	1,797 -28	-2%	-$3.95K	0.02%	189
2022 Q2	$245K	Buy	1,825 +2	+0.1%	+$293	0.02%	190
2022 Q1	$287K	Buy	1,823 +195	+12%	+$30.4K	0.02%	205
2021 Q4	$265K	Buy	+1,628	New	+$257K	0.02%	197
2020 Q1	–	Sell	-1,933	Closed	-$224K	–	207
2019 Q4	$224K	Buy	1,933 +2	+0.1%	+$222	0.03%	194
2019 Q3	$209K	Buy	1,931 +3	+0.2%	+$322	0.03%	191
2019 Q2	$208K	Sell	1,928 -198	-9%	-$21K	0.03%	186
2019 Q1	$225K	Buy	2,126 +528	+33%	+$53.3K	0.03%	178
2018 Q4	$146K	Buy	+1,598	New	+$158K	0.02%	209
2017 Q2	–	Sell	-2,251	Closed	-$204K	–	144
2017 Q1	$204K	Buy	+2,251	New	+$202K	0.04%	129

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Doyle Wealth Management's RSP Position: Q3 2022 in Review

Doyle Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.5% in Q3 2022, selling an estimated $3.95K and leaving 1,797 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #189.

Doyle Wealth Management first reported a position in RSP in Q1 2017 and has held it in 10 quarters since. The position peaked at $287K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Doyle Wealth Management held 1,797 shares of Invesco S&P 500 Equal Weight ETF worth $229K as of Q3 2022.
Doyle Wealth Management sold 28 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $3.95K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #189 holding.
Doyle Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 10 quarters since.
Doyle Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $287K in Q1 2022.
1,080 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.