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

Executive 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
2024 Q4	–	Sell	-1,550	Closed	-$278K	–	272
2024 Q3	$278K	Sell	1,550 -169	-10%	-$28.9K	0.02%	227
2024 Q2	$282K	Buy	1,719 +2	+0.1%	+$329	0.05%	102
2024 Q1	$289K	Buy	+1,717	New	+$276K	0.03%	199
2019 Q3	–	Sell	-151	Closed	-$16K	–	648
2019 Q2	$16K	Hold	151	–	–	﹤0.01%	519
2019 Q1	$16K	Sell	151 -510	-77%	-$51.4K	﹤0.01%	463
2018 Q4	$60K	Buy	+661	New	+$65.5K	0.01%	253

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Executive Wealth Management's RSP Position: Q4 2024 in Review

Executive Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 1,550 shares — an estimated $278K sold.

Executive Wealth Management first reported a position in RSP in Q4 2018 and held it in 6 quarters. The position peaked at $289K in Q1 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Executive Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 1,550 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $278K.
Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 6 quarters.
Executive Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $289K in Q1 2024.
1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.