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 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empirical Finance's RSP Position: Q1 2020 in Review

Empirical Finance sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 20,504 shares — an estimated $2.37M sold.

Empirical Finance first reported a position in RSP in Q1 2018 and held it in 8 quarters. The position peaked at $2.37M in Q4 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

Empirical Finance reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 20,504 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $2.37M.
Empirical Finance first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 8 quarters.
Empirical Finance's Invesco S&P 500 Equal Weight ETF position peaked at $2.37M in Q4 2019.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.