Econ Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Econ Financial Services’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 Q3	–	Sell	-7,738	Closed	-$1.27M	–	99
2024 Q2	$1.27M	Buy	7,738 +57	+0.7%	+$9.38K	0.79%	38
2024 Q1	$1.3M	Buy	7,681 +6,305	+458%	+$1.01M	0.81%	38
2023 Q4	$217K	Buy	+1,376	New	+$200K	0.15%	68
2023 Q1	–	Sell	-34,946	Closed	-$4.94M	–	94
2022 Q4	$4.94M	Buy	+34,946	New	+$4.89M	5%	4
2022 Q1	–	Sell	-17,919	Closed	-$2.92M	–	186
2021 Q4	$2.92M	Buy	+17,919	New	+$2.83M	2.15%	16
2019 Q2	$4.86M	Buy	45,071 +6,393	+17%	+$677K	6.73%	2
2019 Q1	$4.04M	Buy	38,678 +29,086	+303%	+$2.93M	6.04%	3
2018 Q4	$877K	Buy	+9,592	New	+$951K	1.34%	31

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Econ Financial Services's RSP Position: Q3 2024 in Review

Econ Financial Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 7,738 shares — an estimated $1.27M sold.

Econ Financial Services first reported a position in RSP in Q4 2018 and held it in 8 quarters. The position peaked at $4.94M in Q4 2022. 1,697 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

Econ Financial Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Econ Financial Services sold 7,738 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $1.27M.
Econ Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 8 quarters.
Econ Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $4.94M in Q4 2022.
1,697 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.