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

Engrave Wealth Partners’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
Q3 		– Sell
-2,117
Closed -$215K – 348
2020
Q2 		$215K Hold
2,117
– – 0.19% 48
2020
Q1 		$177K Sell
2,117
-82
-4% -$8.71K 0.21% 42
2019
Q4 		$254K Buy
+2,199
New +$244K 0.24% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Engrave Wealth Partners's RSP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 2,117 shares — an estimated $215K sold.

Engrave Wealth Partners first reported a position in RSP in Q4 2019 and held it in 3 quarters. The position peaked at $254K in Q4 2019. 692 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2,117 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $215K.
  • Engrave Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $254K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.