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Imprint Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Imprint Wealth’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
Q1 		$360K Sell
2,140
-823
-28% -$132K 0.09% 202
2023
Q4 		$468K Sell
2,963
-2,098
-41% -$305K 0.38% 84
2023
Q3 		$717K Hold
5,061
– – 0.61% 52
2023
Q2 		$757K Hold
5,061
– – 0.48% 59
2023
Q1 		$732K Buy
+5,061
New +$741K 0.48% 58

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Imprint Wealth's RSP Position: Q1 2024 in Review

Imprint Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q1 2024, selling an estimated $132K and leaving 2,140 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #202.

Imprint Wealth first reported a position in RSP in Q1 2023 and has held it in 5 quarters since. The position peaked at $757K in Q2 2023. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Imprint Wealth held 2,140 shares of Invesco S&P 500 Equal Weight ETF worth $360K as of Q1 2024.
  • Imprint Wealth sold 823 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $132K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of Imprint Wealth's portfolio in Q1 2024, its #202 holding.
  • Imprint Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $757K in Q2 2023.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.