HOWA
RSP icon

Heritage Oak Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Heritage Oak Wealth 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
Q4 		– Sell
-10,348
Closed -$1.85M – 158
2024
Q3 		$1.85M Buy
+10,348
New +$1.77M 0.85% 32

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $74.2B AUM 21.09% 1-Year Est. Return

Heritage Oak Wealth Advisors's RSP Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 10,348 shares — an estimated $1.85M sold.

Heritage Oak Wealth Advisors first reported a position in RSP in Q3 2024 and held it in 1 quarter. The position peaked at $1.85M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,348 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $1.85M.
  • Heritage Oak Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.85M in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.