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

Insight Wealth Strategies’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
2022 Q2	–	Sell	-1,333	Closed	-$210K	–	161
2022 Q1	$210K	Sell	1,333 -30	-2%	-$4.68K	0.03%	152
2021 Q4	$222K	Sell	1,363 -28	-2%	-$4.42K	0.03%	142
2021 Q3	$208K	Buy	1,391 +35	+3%	+$5.36K	0.03%	184
2021 Q2	$204K	Buy	+1,356	New	+$202K	0.03%	182

Other funds holding RSP

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Strategies's RSP Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 1,333 shares — an estimated $210K sold.

Insight Wealth Strategies first reported a position in RSP in Q2 2021 and held it in 4 quarters. The position peaked at $222K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Insight Wealth Strategies reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Insight Wealth Strategies sold 1,333 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $210K.
Insight Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 4 quarters.
Insight Wealth Strategies's Invesco S&P 500 Equal Weight ETF position peaked at $222K in Q4 2021.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.