FundX Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

FundX Investment 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
2021 Q4	$207K	Buy	+1,269	New	+$201K	0.05%	45
2014 Q4	–	Sell	-51,200	Closed	-$3.88M	–	26
2014 Q3	$3.88M	Sell	51,200 -40,600	-44%	-$3.12M	1.47%	12
2014 Q2	$7.04M	Sell	91,800 -31,800	-26%	-$2.36M	2.71%	12
2014 Q1	$9.02M	Hold	123,600	–	–	3.79%	7
2013 Q4	$8.81M	Sell	123,600 -62,900	-34%	-$4.3M	3.91%	8
2013 Q3	$12.2M	Buy	186,500 +70,500	+61%	+$4.55M	4.81%	7
2013 Q2	$7.11M	Buy	+116,000	New	+$7.1M	3.03%	10

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

FundX Investment Group's RSP Position: Q4 2021 in Review

FundX Investment Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2021: 1,269 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #45 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in RSP as recently as Q3 2014.

FundX Investment Group first reported a position in RSP in Q2 2013 and has held it in 7 quarters since. The position peaked at $12.2M in Q3 2013. 1,148 funds tracked by Wall St. Rank hold RSP as of Q4 2021.

FundX Investment Group held 1,269 shares of Invesco S&P 500 Equal Weight ETF worth $207K as of Q4 2021.
Invesco S&P 500 Equal Weight ETF was a new FundX Investment Group position in Q4 2021.
Invesco S&P 500 Equal Weight ETF made up 0.05% of FundX Investment Group's portfolio in Q4 2021, its #45 holding.
FundX Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 7 quarters since.
FundX Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $12.2M in Q3 2013.
1,148 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.