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Gunn & Company Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Gunn & Company Investment Management’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
2024
Q3 		– Sell
-2,108
Closed -$346K – 121
2024
Q2 		$346K Buy
+2,108
New +$347K 0.02% 117

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gunn & Company Investment Management's RSP Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 2,108 shares — an estimated $346K sold.

Gunn & Company Investment Management first reported a position in RSP in Q2 2024 and held it in 1 quarter. The position peaked at $346K in Q2 2024. 1,697 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 2,108 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $346K.
  • Gunn & Company Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $346K in Q2 2024.
  • 1,697 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.