FP
RSP icon

Fiduciary Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fiduciary Planning’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
2023
Q4 		– Sell
-17,863
Closed -$2.53M – 67
2023
Q3 		$2.53M Buy
17,863
+14,787
+481% +$2.21M 1.19% 18
2023
Q2 		$460K Sell
3,076
-70
-2% -$10.1K 0.21% 36
2023
Q1 		$455K Sell
3,146
-98
-3% -$14.3K 0.22% 35
2022
Q4 		$458K Sell
3,244
-18,680
-85% -$2.61M 0.22% 35
2022
Q3 		$2.79M Buy
21,924
+572
+3% +$80.7K 1.43% 10
2022
Q2 		$2.87M Sell
21,352
-5,959
-22% -$872K 1.42% 10
2022
Q1 		$4.31M Buy
27,311
+277
+1% +$43.2K 2.36% 9
2021
Q4 		$4.4M Buy
27,034
+1,999
+8% +$316K 2.47% 8
2021
Q3 		$3.75M Buy
25,035
+10,098
+68% +$1.55M 2% 10
2021
Q2 		$2.25M Buy
+14,937
New +$2.22M 1.94% 12

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fiduciary Planning's RSP Position: Q4 2023 in Review

Fiduciary Planning sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 17,863 shares — an estimated $2.53M sold.

Fiduciary Planning first reported a position in RSP in Q2 2021 and held it in 10 quarters. The position peaked at $4.4M in Q4 2021. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

  • Fiduciary Planning reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 17,863 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $2.53M.
  • Fiduciary Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 10 quarters.
  • Fiduciary Planning's Invesco S&P 500 Equal Weight ETF position peaked at $4.4M in Q4 2021.
  • 1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.