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Hochman Cole Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$4.41M Sell
29,415
-1,111
-4% -$170K 1.73% 15
2021
Q2 		$4.6M Sell
30,526
-552
-2% -$82.2K 1.84% 15
2021
Q1 		$4.4M Sell
31,078
-885
-3% -$119K 1.85% 14
2020
Q4 		$4.08M Sell
31,963
-1,866
-6% -$222K 1.76% 16
2020
Q3 		$3.66M Sell
33,829
-1,460
-4% -$158K 1.8% 16
2020
Q2 		$3.59M Sell
35,289
-1,365
-4% -$132K 1.98% 15
2020
Q1 		$3.08M Sell
36,654
-1,220
-3% -$130K 2.11% 14
2019
Q4 		$4.38M Sell
37,874
-325
-0.9% -$36.1K 2.39% 11
2019
Q3 		$4.13M Sell
38,199
-3,467
-8% -$372K 2.58% 9
2019
Q2 		$4.49M Sell
41,666
-366
-0.9% -$38.8K 2.68% 9
2019
Q1 		$4.39M Buy
42,032
+3,495
+9% +$353K 2.62% 9
2018
Q4 		$3.52M Sell
38,537
-824
-2% -$81.7K 2.42% 10
2018
Q3 		$4.2M Hold
39,361
– – 2.62% 10
2018
Q2 		$4.01M Buy
+39,361
New +$3.99M 2.64% 10
2018
Q1 		– Sell
-41,135
Closed -$4.16M – 103
2017
Q4 		$4.16M Sell
41,135
-4,567
-10% -$448K 2.62% 9
2017
Q3 		$4.37M Sell
45,702
-1,561
-3% -$146K 2.86% 8
2017
Q2 		$4.38M Buy
47,263
+1,552
+3% +$142K 3.03% 7
2017
Q1 		$4.15M Sell
45,711
-492
-1% -$44.1K 3.02% 8
2016
Q4 		$4M Sell
46,203
-1,465
-3% -$124K 2.9% 9
2016
Q3 		$3.98M Buy
47,668
+2,599
+6% +$216K 2.97% 9
2016
Q2 		$3.62M Sell
45,069
-1,823
-4% -$145K 2.97% 9
2016
Q1 		$3.68M Sell
46,892
-2,886
-6% -$212K 3.14% 8
2015
Q4 		$3.81M Buy
+49,778
New +$3.87M 3.24% 8

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hochman Cole Investment Advisors's RSP Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.6% in Q3 2021, selling an estimated $170K and leaving 29,415 shares worth $4.41M. The position accounts for 1.73% of the portfolio, ranked #15.

Hochman Cole Investment Advisors first reported a position in RSP in Q4 2015 and has held it in 23 quarters since. The position peaked at $4.6M in Q2 2021. 1,001 funds tracked by Wall St. Rank hold RSP as of Q3 2021.

  • Hochman Cole Investment Advisors held 29,415 shares of Invesco S&P 500 Equal Weight ETF worth $4.41M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,111 Invesco S&P 500 Equal Weight ETF shares in Q3 2021, an estimated $170K.
  • Invesco S&P 500 Equal Weight ETF made up 1.73% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #15 holding.
  • Hochman Cole Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 23 quarters since.
  • Hochman Cole Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $4.6M in Q2 2021.
  • 1,001 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.