Evensky & Katz’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Evensky & Katz’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	-722	Closed	-$114K	–	82
2022 Q1	$114K	Buy	+722	New	+$113K	0.01%	68
2021 Q1	–	Sell	-1,324	Closed	-$168K	–	79
2020 Q4	$168K	Buy	1,324 +136	+11%	+$16.2K	0.02%	54
2020 Q3	$128K	Buy	1,188 +5	+0.4%	+$540	0.02%	60
2020 Q2	$120K	Buy	1,183 +10	+0.9%	+$964	0.02%	63
2020 Q1	$99K	Sell	1,173 -209	-15%	-$22.2K	0.02%	74
2019 Q4	$159K	Buy	1,382 +6	+0.4%	+$667	0.02%	69
2019 Q3	$149K	Buy	1,376 +7	+0.5%	+$751	0.02%	83
2019 Q2	$148K	Buy	1,369 +6	+0.4%	+$635	0.02%	80
2019 Q1	$142K	Buy	+1,363	New	+$137K	0.02%	85

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

Evensky & Katz's RSP Position: Q2 2022 in Review

Evensky & Katz sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 722 shares — an estimated $114K sold.

Evensky & Katz first reported a position in RSP in Q1 2019 and held it in 9 quarters. The position peaked at $168K in Q4 2020. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Evensky & Katz reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Evensky & Katz sold 722 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $114K.
Evensky & Katz first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 9 quarters.
Evensky & Katz's Invesco S&P 500 Equal Weight ETF position peaked at $168K in Q4 2020.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Evensky & Katz's 13F filing for Q2 2022, filed 19 Jul 2022.