First Business Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

First Business Financial Services’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
2022 Q3	–	Sell	-2,498	Closed	-$335K	–	166
2022 Q2	$335K	Hold	2,498	–	–	0.05%	120
2022 Q1	$394K	Hold	2,498	–	–	0.04%	115
2021 Q4	$407K	Hold	2,498	–	–	0.04%	116
2021 Q3	$374K	Hold	2,498	–	–	0.04%	119
2021 Q2	$377K	Hold	2,498	–	–	0.04%	120
2021 Q1	$354K	Hold	2,498	–	–	0.05%	108
2020 Q4	$319K	Hold	2,498	–	–	0.05%	106
2020 Q3	$270K	Hold	2,498	–	–	0.05%	109
2020 Q2	$254K	Buy	+2,498	New	+$241K	0.05%	107
2020 Q1	–	Sell	-2,106	Closed	-$244K	–	126
2019 Q4	$244K	Buy	2,106 +196	+10%	+$21.8K	0.04%	117
2019 Q3	$206K	Buy	+1,910	New	+$205K	0.04%	116
2017 Q2	–	Sell	-2,653	Closed	-$241K	–	86
2017 Q1	$241K	Buy	2,653 +330	+14%	+$29.6K	0.05%	73
2016 Q4	$201K	Buy	+2,323	New	+$196K	0.05%	69

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 $74.2B AUM 21.09% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Business Financial Services's RSP Position: Q3 2022 in Review

First Business Financial Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 2,498 shares — an estimated $335K sold.

First Business Financial Services first reported a position in RSP in Q4 2016 and held it in 13 quarters. The position peaked at $407K in Q4 2021. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

First Business Financial Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
First Business Financial Services sold 2,498 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $335K.
First Business Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and held it in 13 quarters.
First Business Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $407K in Q4 2021.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on First Business Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.