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

Endurance Wealth Management’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
2023 Q2	$11K	Hold	73	–	–	﹤0.01%	488
2023 Q1	$11K	Hold	73	–	–	﹤0.01%	497
2022 Q4	$10K	Hold	73	–	–	﹤0.01%	481
2022 Q3	$9K	Hold	73	–	–	﹤0.01%	477
2022 Q2	$10K	Hold	73	–	–	﹤0.01%	485
2022 Q1	$12K	Buy	+73	New	+$11.4K	﹤0.01%	502
2019 Q4	–	Sell	-40	Closed	-$4K	–	532
2019 Q3	$4K	Buy	+40	New	+$4.29K	﹤0.01%	470

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Endurance Wealth Management's RSP Position: Q2 2023 in Review

Endurance Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2023 at 73 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Endurance Wealth Management first reported a position in RSP in Q3 2019 and has held it in 7 quarters since. The position peaked at $12K in Q1 2022. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

Endurance Wealth Management held 73 shares of Invesco S&P 500 Equal Weight ETF worth $11K as of Q2 2023.
Endurance Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2023.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #488 holding.
Endurance Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 7 quarters since.
Endurance Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $12K in Q1 2022.
1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.