Ethic Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ethic Inc’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	–	Sell	-5,074	Closed	-$800K	–	778
2022 Q1	$800K	Buy	+5,074	New	+$791K	0.06%	356

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

Ethic Inc's RSP Position: Q2 2022 in Review

Ethic Inc sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 5,074 shares — an estimated $800K sold.

Ethic Inc first reported a position in RSP in Q1 2022 and held it in 1 quarter. The position peaked at $800K in Q1 2022. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Ethic Inc reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Ethic Inc sold 5,074 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $800K.
Ethic Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 1 quarter.
Ethic Inc's Invesco S&P 500 Equal Weight ETF position peaked at $800K in Q1 2022.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Ethic Inc's 13F filing for Q2 2022, filed 10 Aug 2022.