Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Householder Group Estate & Retirement Specialist’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	-213	Closed	-$38K	–	1066
2024 Q3	$38K	Buy	213 +13	+7%	+$2.22K	0.01%	539
2024 Q2	$32K	Hold	200	–	–	0.01%	570
2024 Q1	$33.9K	Buy	200 +1	+0.5%	+$161	0.01%	553
2023 Q4	$31K	Hold	199	–	–	0.01%	554
2023 Q3	$28.3K	Buy	+199	New	+$29.7K	0.01%	564
2023 Q1	$29K	Buy	+198	New	+$29K	0.01%	560
2022 Q4	–	Sell	-119	Closed	-$15K	–	950
2022 Q3	$15K	Buy	+119	New	+$16.8K	0.01%	652

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RSP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 213 shares — an estimated $38K sold.

Householder Group Estate & Retirement Specialist first reported a position in RSP in Q3 2022 and held it in 7 quarters. The position peaked at $38K in Q3 2024. 1,914 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 213 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $38K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Equal Weight ETF position peaked at $38K in Q3 2024.
1,914 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.