Freedman Financial Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-1,549	Closed	-$246K	–	332
2022 Q1	$246K	Buy	1,549 +1,299	+520%	+$203K	0.17%	65
2021 Q4	$41K	Sell	250 -250	-50%	-$39.5K	0.03%	230
2021 Q3	$75K	Hold	500	–	–	0.05%	146
2021 Q2	$75K	Hold	500	–	–	0.06%	141
2021 Q1	$71K	Hold	500	–	–	0.06%	145
2020 Q4	$64K	Buy	+500	New	+$59.5K	0.06%	147

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 $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Freedman Financial Associates's RSP Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 1,549 shares — an estimated $246K sold.

Freedman Financial Associates first reported a position in RSP in Q4 2020 and held it in 6 quarters. The position peaked at $246K in Q1 2022. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Freedman Financial Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 1,549 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $246K.
Freedman Financial Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Invesco S&P 500 Equal Weight ETF position peaked at $246K in Q1 2022.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.