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

First Personal 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
2024 Q3	$717	Hold	4	–	–	﹤0.01%	373
2024 Q2	$658	Hold	4	–	–	﹤0.01%	345
2024 Q1	$678	Hold	4	–	–	﹤0.01%	349
2023 Q4	$632	Buy	+4	New	+$581	﹤0.01%	369
2023 Q1	–	Sell	-183	Closed	-$25.8K	–	428
2022 Q4	$25.8K	Hold	183	–	–	0.01%	267
2022 Q3	$23K	Hold	183	–	–	0.01%	278
2022 Q2	$25K	Hold	183	–	–	0.01%	225
2022 Q1	$29K	Hold	183	–	–	0.01%	229
2021 Q4	$30K	Hold	183	–	–	0.01%	225
2021 Q3	$27K	Hold	183	–	–	0.01%	233
2021 Q2	$28K	Buy	+183	New	+$27.2K	0.01%	231
2016 Q1	–	Sell	-84	Closed	-$6K	–	385
2015 Q4	$6K	Buy	+84	New	+$6.52K	﹤0.01%	329

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

First Personal Financial Services's RSP Position: Q3 2024 in Review

First Personal Financial Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2024 at 4 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #373.

First Personal Financial Services first reported a position in RSP in Q4 2015 and has held it in 12 quarters since. The position peaked at $30K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

First Personal Financial Services held 4 shares of Invesco S&P 500 Equal Weight ETF worth $717 as of Q3 2024.
First Personal Financial Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2024.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #373 holding.
First Personal Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 12 quarters since.
First Personal Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $30K in Q4 2021.
1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.