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Financial Gravity Companies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Financial Gravity Companies’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 		$17.8K Hold
101
– – ﹤0.01% 464
2024
Q3 		$18.2K Buy
+101
New +$17.3K ﹤0.01% 279

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $74.2B AUM 21.09% 1-Year Est. Return

Financial Gravity Companies's RSP Position: Q4 2024 in Review

Financial Gravity Companies held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2024 at 101 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Financial Gravity Companies first reported a position in RSP in Q3 2024 and has held it in 2 quarters since. The position peaked at $18.2K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Financial Gravity Companies held 101 shares of Invesco S&P 500 Equal Weight ETF worth $17.8K as of Q4 2024.
  • Financial Gravity Companies left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #464 holding.
  • Financial Gravity Companies first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Invesco S&P 500 Equal Weight ETF position peaked at $18.2K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.