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Investmark Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Investmark Advisory Group’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
2023
Q1 		– Sell
-4,008
Closed -$566K – 110
2022
Q4 		$566K Buy
+4,008
New +$560K 0.42% 54

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investmark Advisory Group's RSP Position: Q1 2023 in Review

Investmark Advisory Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 4,008 shares — an estimated $566K sold.

Investmark Advisory Group first reported a position in RSP in Q4 2022 and held it in 1 quarter. The position peaked at $566K in Q4 2022. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • Investmark Advisory Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Investmark Advisory Group sold 4,008 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $566K.
  • Investmark Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • Investmark Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $566K in Q4 2022.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on Investmark Advisory Group's 13F filing for Q1 2023, filed 16 May 2023.