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GYL Financial Synergies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

GYL Financial Synergies’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 		$54M Sell
301,266
-1,560
-0.5% -$267K 4.06% 3
2024
Q2 		$49.7M Sell
302,826
-12,962
-4% -$2.13M 3.84% 3
2024
Q1 		$53.5M Sell
315,788
-209
-0.1% -$33.6K 4.19% 3
2023
Q4 		$49.9M Buy
315,997
+314
+0.1% +$45.6K 4.13% 3
2023
Q3 		$44.7M Buy
315,683
+1,549
+0.5% +$231K 4.35% 2
2023
Q2 		$47M Buy
314,134
+22,269
+8% +$3.21M 4.28% 3
2023
Q1 		$42.2M Buy
291,865
+279,568
+2,273% +$40.9M 5.06% 2
2022
Q4 		$1.74M Buy
12,297
+544
+5% +$76.1K 0.38% 43
2022
Q3 		$1.5M Buy
11,753
+712
+6% +$100K 0.41% 36
2022
Q2 		$1.48M Buy
11,041
+3,790
+52% +$555K 0.4% 37
2022
Q1 		$1.14M Buy
7,251
+197
+3% +$30.7K 0.27% 47
2021
Q4 		$1.15M Hold
7,054
– – 0.31% 53
2021
Q3 		$1.06M Sell
7,054
-100
-1% -$15.3K 0.54% 39
2021
Q2 		$1.08M Buy
7,154
+12
+0.2% +$1.79K 0.56% 38
2021
Q1 		$1.01M Hold
7,142
– – 0.56% 37
2020
Q4 		$911K Sell
7,142
-555
-7% -$66K 0.53% 39
2020
Q3 		$832K Hold
7,697
– – 0.55% 36
2020
Q2 		$783K Sell
7,697
-1,366
-15% -$132K 0.57% 36
2020
Q1 		$761K Buy
9,063
+1,375
+18% +$146K 0.49% 42
2019
Q4 		$890K Hold
7,688
– – 0.39% 48
2019
Q3 		$831K Sell
7,688
-227
-3% -$24.4K 0.41% 49
2019
Q2 		$853K Sell
7,915
-492
-6% -$52.1K 0.45% 42
2019
Q1 		$878K Hold
8,407
– – 0.49% 42
2018
Q4 		$768K Buy
+8,407
New +$833K 0.56% 38

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GYL Financial Synergies's RSP Position: Q3 2024 in Review

GYL Financial Synergies reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.52% in Q3 2024, selling an estimated $267K and leaving 301,266 shares worth $54M. The position accounts for 4.06% of the portfolio, ranked #3.

GYL Financial Synergies first reported a position in RSP in Q4 2018 and has held it in 24 quarters since. 1,701 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • GYL Financial Synergies held 301,266 shares of Invesco S&P 500 Equal Weight ETF worth $54M as of Q3 2024.
  • GYL Financial Synergies sold 1,560 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $267K.
  • Invesco S&P 500 Equal Weight ETF made up 4.06% of GYL Financial Synergies's portfolio in Q3 2024, its #3 holding.
  • GYL Financial Synergies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.