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Edge Capital Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Edge Capital 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
Q4 		$1.47M Buy
8,373
+53
+0.6% +$9.58K 0.07% 145
2024
Q3 		$1.49M Hold
8,320
– – 0.07% 141
2024
Q2 		$1.37M Hold
8,320
– – 0.07% 143
2024
Q1 		$1.41M Sell
8,320
-3,262
-28% -$524K 0.07% 144
2023
Q4 		$1.83M Sell
11,582
-741
-6% -$108K 0.1% 127
2023
Q3 		$1.75M Sell
12,323
-3,401
-22% -$508K 0.11% 123
2023
Q2 		$2.35M Sell
15,724
-7,981
-34% -$1.15M 0.14% 125
2023
Q1 		$3.43M Sell
23,705
-4,412
-16% -$646K 0.21% 95
2022
Q4 		$3.97M Buy
28,117
+10,554
+60% +$1.48M 0.28% 78
2022
Q3 		$2.23M Sell
17,563
-5,133
-23% -$724K 0.18% 93
2022
Q2 		$3.05M Buy
22,696
+1,062
+5% +$155K 0.26% 79
2022
Q1 		$3.41M Buy
21,634
+3,192
+17% +$498K 0.23% 87
2021
Q4 		$3M Buy
18,442
+3,846
+26% +$608K 0.21% 89
2021
Q3 		$2.19M Buy
14,596
+1,530
+12% +$234K 0.17% 96
2021
Q2 		$1.97M Buy
13,066
+218
+2% +$32.5K 0.16% 97
2021
Q1 		$1.82M Buy
12,848
+4,039
+46% +$545K 0.15% 100
2020
Q4 		$1.12M Buy
+8,809
New +$1.05M 0.09% 123
2020
Q2 		– Sell
-15,000
Closed -$1.26M – 230
2020
Q1 		$1.26M Buy
15,000
+2,800
+23% +$298K 0.15% 100
2019
Q4 		$1.41M Hold
12,200
– – 0.14% 104
2019
Q3 		$1.32M Hold
12,200
– – 0.13% 103
2019
Q2 		$1.31M Hold
12,200
– – 0.13% 105
2019
Q1 		$1.27M Sell
12,200
-5,850
-32% -$590K 0.13% 104
2018
Q4 		$1.65M Buy
+18,050
New +$1.79M 0.18% 90

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Edge Capital Group's RSP Position: Q4 2024 in Review

Edge Capital Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.64% in Q4 2024, buying an estimated $9.58K and bringing the position to 8,373 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #145.

Edge Capital Group first reported a position in RSP in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.97M in Q4 2022. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Edge Capital Group held 8,373 shares of Invesco S&P 500 Equal Weight ETF worth $1.47M as of Q4 2024.
  • Edge Capital Group bought 53 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $9.58K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Edge Capital Group's portfolio in Q4 2024, its #145 holding.
  • Edge Capital Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 23 quarters since.
  • Edge Capital Group's Invesco S&P 500 Equal Weight ETF position peaked at $3.97M in Q4 2022.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.