High Net Worth Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,227
Closed -$173K 497
2022
Q4
$173K Hold
1,227
0.07% 198
2022
Q3
$156K Sell
1,227
-133
-10% -$18.8K 0.07% 204
2022
Q2
$183K Buy
1,360
+469
+53% +$68.6K 0.08% 194
2022
Q1
$141K Buy
891
+250
+39% +$39K 0.05% 214
2021
Q4
$104K Buy
+641
New +$101K 0.04% 249

Other funds holding RSP

High Net Worth Advisory Group's RSP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 1,227 shares — an estimated $173K sold.

High Net Worth Advisory Group first reported a position in RSP in Q4 2021 and held it in 5 quarters. The position peaked at $183K in Q2 2022. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,227 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $173K.
  • High Net Worth Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $183K in Q2 2022.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.