EF
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Empirical Finance’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Empirical Finance’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
Q1 		– Sell
-20,504
Closed -$2.37M – 230
2019
Q4 		$2.37M Hold
20,504
– – 0.58% 21
2019
Q3 		$2.22M Hold
20,504
– – 0.62% 26
2019
Q2 		$2.21M Sell
20,504
-52
-0.3% -$5.51K 0.61% 29
2019
Q1 		$2.15M Sell
20,556
-9
-0% -$908 0.55% 33
2018
Q4 		$1.88M Buy
20,565
+18,478
+885% +$1.83M 0.56% 32
2018
Q3 		$223K Hold
2,087
– – 0.06% 144
2018
Q2 		$213K Sell
2,087
-18,469
-90% -$1.87M 0.05% 132
2018
Q1 		$2.15M Buy
+20,556
New +$2.1M 0.55% 33

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return