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Farmers & Merchants Investments Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Farmers & Merchants Investments 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
2024
Q3 		– Sell
-147
Closed -$24.1K – 1804
2024
Q2 		$24.1K Buy
+147
New +$24.2K ﹤0.01% 532
2021
Q2 		– Sell
-28
Closed -$4K – 966
2021
Q1 		$4K Buy
28
+8
+40% +$1.08K ﹤0.01% 802
2020
Q4 		$3K Buy
+20
New +$2.38K ﹤0.01% 813
2019
Q1 		– Sell
-665
Closed -$61K – 853
2018
Q4 		$61K Buy
665
+515
+343% +$51K ﹤0.01% 290
2018
Q3 		$16K Buy
+150
New +$15.9K ﹤0.01% 469
2018
Q2 		– Sell
-150
Closed -$15K – 869
2018
Q1 		$15K Hold
150
– – ﹤0.01% 469
2017
Q4 		$15K Hold
150
– – ﹤0.01% 468
2017
Q3 		$14K Hold
150
– – ﹤0.01% 464
2017
Q2 		$14K Sell
150
-200
-57% -$18.3K ﹤0.01% 491
2017
Q1 		$32K Hold
350
– – ﹤0.01% 349
2016
Q4 		$30K Buy
350
+200
+133% +$16.9K ﹤0.01% 386
2016
Q3 		$13K Buy
150
+50
+50% +$4.16K ﹤0.01% 436
2016
Q2 		$8K Sell
100
-100
-50% -$7.95K ﹤0.01% 485
2016
Q1 		$16K Hold
200
– – ﹤0.01% 391
2015
Q4 		$15K Hold
200
– – ﹤0.01% 415
2015
Q3 		$15K Buy
+200
New +$15.6K ﹤0.01% 420

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Farmers & Merchants Investments Inc's RSP Position: Q3 2024 in Review

Farmers & Merchants Investments Inc sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 147 shares — an estimated $24.1K sold.

Farmers & Merchants Investments Inc first reported a position in RSP in Q3 2015 and held it in 16 quarters. The position peaked at $61K in Q4 2018. 1,697 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • Farmers & Merchants Investments Inc reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 147 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $24.1K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2015 and held it in 16 quarters.
  • Farmers & Merchants Investments Inc's Invesco S&P 500 Equal Weight ETF position peaked at $61K in Q4 2018.
  • 1,697 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2024, filed 25 Oct 2024.