Graves Light Lenhart Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-149	Closed	-$20K	–	503
2022 Q2	$20K	Hold	149	–	–	﹤0.01%	420
2022 Q1	$23K	Hold	149	–	–	﹤0.01%	456
2021 Q4	$24K	Hold	149	–	–	﹤0.01%	509
2021 Q3	$22K	Hold	149	–	–	﹤0.01%	488
2021 Q2	$22K	Hold	149	–	–	﹤0.01%	491
2021 Q1	$21K	Hold	149	–	–	﹤0.01%	501
2020 Q4	$19K	Buy	+149	New	+$17.7K	﹤0.01%	494

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

Graves Light Lenhart Wealth's RSP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 149 shares — an estimated $20K sold.

Graves Light Lenhart Wealth first reported a position in RSP in Q4 2020 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 149 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $20K.
Graves Light Lenhart Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $24K in Q4 2021.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.