Fiducient Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fiducient Advisors’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	-1,210,488	Closed	-$172M	–	121
2023 Q3	$172M	Buy	1,210,488 +1,201,946	+14,071%	+$180M	9.68%	3
2023 Q2	$1.28M	Buy	+8,542	New	+$1.23M	0.39%	18
2022 Q3	–	Sell	-8,542	Closed	-$1.15M	–	77
2022 Q2	$1.15M	Buy	+8,542	New	+$1.25M	0.43%	26

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 $83.7B AUM 27.22% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fiducient Advisors's RSP Position: Q4 2023 in Review

Fiducient Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 1,210,488 shares — an estimated $172M sold.

Fiducient Advisors first reported a position in RSP in Q2 2022 and held it in 3 quarters. The position peaked at $172M in Q3 2023. 1,513 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Fiducient Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Fiducient Advisors sold 1,210,488 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $172M.
Fiducient Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 3 quarters.
Fiducient Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $172M in Q3 2023.
1,513 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Fiducient Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.