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Ford Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-30,921
Closed -$4.37M – 83
2022
Q4 		$4.37M Sell
30,921
-5,401
-15% -$755K 1.72% 14
2022
Q3 		$4.62M Buy
36,322
+4,658
+15% +$657K 1.93% 12
2022
Q2 		$4.25M Buy
31,664
+778
+3% +$114K 1.73% 13
2022
Q1 		$4.87M Buy
30,886
+27,233
+745% +$4.25M 1.87% 10
2021
Q4 		$594 Buy
3,653
+27
+0.7% +$4.27K 0.12% 53
2021
Q3 		$543K Buy
3,626
+112
+3% +$17.1K 0.21% 53
2021
Q2 		$529K Buy
3,514
+3
+0.1% +$447 0.2% 54
2021
Q1 		$497K Buy
+3,511
New +$474K 0.21% 52

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ford Financial Group's RSP Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 30,921 shares — an estimated $4.37M sold.

Ford Financial Group first reported a position in RSP in Q1 2021 and held it in 8 quarters. The position peaked at $4.87M in Q1 2022. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • Ford Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 30,921 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $4.37M.
  • Ford Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 8 quarters.
  • Ford Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $4.87M in Q1 2022.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.