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

Janiczek Wealth Management’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
Q2 		$10.5K Hold
64
– – ﹤0.01% 649
2024
Q1 		$10.8K Hold
64
– – ﹤0.01% 666
2023
Q4 		$10.1K Buy
+64
New +$9.3K ﹤0.01% 665
2019
Q1 		– Sell
-10
Closed -$1K – 177
2018
Q4 		$1K Hold
10
– – ﹤0.01% 156
2018
Q3 		$1K Hold
10
– – ﹤0.01% 141
2018
Q2 		$1K Buy
+10
New +$1.01K ﹤0.01% 154

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Janiczek Wealth Management's RSP Position: Q2 2024 in Review

Janiczek Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2024 at 64 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Janiczek Wealth Management first reported a position in RSP in Q2 2018 and has held it in 6 quarters since. The position peaked at $10.8K in Q1 2024. 1,599 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • Janiczek Wealth Management held 64 shares of Invesco S&P 500 Equal Weight ETF worth $10.5K as of Q2 2024.
  • Janiczek Wealth Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2024.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #649 holding.
  • Janiczek Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $10.8K in Q1 2024.
  • 1,599 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.