Intelligence Driven Advisers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-2,167	Closed	-$221K	–	98
2020 Q2	$221K	Sell	2,167 -546	-20%	-$52.7K	0.08%	82
2020 Q1	$228K	Sell	2,713 -536	-16%	-$57K	0.11%	81
2019 Q4	$376K	Sell	3,249 -185	-5%	-$20.6K	0.17%	59
2019 Q3	$371K	Sell	3,434 -38	-1%	-$4.08K	0.18%	62
2019 Q2	$374K	Buy	3,472 +247	+8%	+$26.2K	0.18%	73
2019 Q1	$337K	Sell	3,225 -430	-12%	-$43.4K	0.18%	69
2018 Q4	$334K	Buy	+3,655	New	+$362K	0.21%	71

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intelligence Driven Advisers's RSP Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 2,167 shares — an estimated $221K sold.

Intelligence Driven Advisers first reported a position in RSP in Q4 2018 and held it in 7 quarters. The position peaked at $376K in Q4 2019. 693 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Intelligence Driven Advisers reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 2,167 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $221K.
Intelligence Driven Advisers first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's Invesco S&P 500 Equal Weight ETF position peaked at $376K in Q4 2019.
693 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.