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

Emerson Wealth’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 Q2	$238K	Hold	1,774	–	–	0.16%	21
2022 Q1	$280K	Hold	1,774	–	–	0.16%	19
2021 Q4	$289K	Hold	1,774	–	–	0.15%	21
2021 Q3	$266K	Hold	1,774	–	–	0.15%	20
2021 Q2	$267K	Buy	+1,774	New	+$264K	0.15%	20

Other funds holding RSP

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Emerson Wealth's RSP Position: Q2 2022 in Review

Emerson Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2022 at 1,774 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #21.

Emerson Wealth first reported a position in RSP in Q2 2021 and has held it in 5 quarters since. The position peaked at $289K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Emerson Wealth held 1,774 shares of Invesco S&P 500 Equal Weight ETF worth $238K as of Q2 2022.
Emerson Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2022.
Invesco S&P 500 Equal Weight ETF made up 0.16% of Emerson Wealth's portfolio in Q2 2022, its #21 holding.
Emerson Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 5 quarters since.
Emerson Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $289K in Q4 2021.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.