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HC Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

HC Advisors’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
Q2 		– Sell
-2,817
Closed -$477K – 70
2024
Q1 		$477K Buy
2,817
+6
+0.2% +$963 0.23% 59
2023
Q4 		$444K Buy
2,811
+5
+0.2% +$726 0.25% 54
2023
Q3 		$398K Buy
2,806
+7
+0.3% +$1.05K 0.24% 56
2023
Q2 		$419K Buy
2,799
+6
+0.2% +$864 0.24% 55
2023
Q1 		$404K Buy
2,793
+7
+0.3% +$1.02K 0.25% 56
2022
Q4 		$394K Buy
2,786
+155
+6% +$21.7K 0.27% 54
2022
Q3 		$335K Buy
2,631
+287
+12% +$40.5K 0.23% 59
2022
Q2 		$315K Buy
2,344
+557
+31% +$81.5K 0.22% 59
2022
Q1 		$282K Buy
1,787
+387
+28% +$60.3K 0.18% 66
2021
Q4 		$228K Sell
1,400
-1,400
-50% -$221K 0.14% 71
2021
Q3 		$419K Hold
2,800
– – 0.28% 50
2021
Q2 		$422K Hold
2,800
– – 0.26% 49
2021
Q1 		$397K Hold
2,800
– – 0.26% 48
2020
Q4 		$357K Hold
2,800
– – 0.24% 53
2020
Q3 		$303K Buy
+2,800
New +$302K 0.24% 52

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HC Advisors's RSP Position: Q2 2024 in Review

HC Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 2,817 shares — an estimated $477K sold.

HC Advisors first reported a position in RSP in Q3 2020 and held it in 15 quarters. The position peaked at $477K in Q1 2024. 1,600 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • HC Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • HC Advisors sold 2,817 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $477K.
  • HC Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and held it in 15 quarters.
  • HC Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $477K in Q1 2024.
  • 1,600 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.