Global Wealth Management Investment Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-242	Closed	-$25K	–	591
2020 Q2	$25K	Sell	242 -494	-67%	-$47.6K	0.01%	259
2020 Q1	$62K	Hold	736	–	–	0.03%	159
2019 Q4	$85K	Sell	736 -61	-8%	-$6.78K	0.04%	149
2019 Q3	$86K	Sell	797 -60	-7%	-$6.44K	0.04%	143
2019 Q2	$92K	Sell	857 -1,536	-64%	-$163K	0.04%	141
2019 Q1	$250K	Sell	2,393 -2,407	-50%	-$243K	0.13%	103
2018 Q4	$439K	Buy	+4,800	New	+$476K	0.26%	88

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Wealth Management Investment Advisory's RSP Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 242 shares — an estimated $25K sold.

Global Wealth Management Investment Advisory first reported a position in RSP in Q4 2018 and held it in 7 quarters. The position peaked at $439K in Q4 2018. 692 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 242 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $25K.
Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $439K in Q4 2018.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.