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JD Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JD Financial Services’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
2021
Q4 		$9M Sell
55,283
-3,857
-7% -$609K 7.42% 5
2021
Q3 		$8.86M Buy
59,140
+224
+0.4% +$34.3K 8.08% 5
2021
Q2 		$8.88M Sell
58,916
-41,167
-41% -$6.13M 8.24% 4
2021
Q1 		$14.2M Sell
100,083
-177
-0.2% -$23.9K 17.98% 1
2020
Q4 		$12.8M Buy
+100,260
New +$11.9M 13.94% 2

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JD Financial Services's RSP Position: Q4 2021 in Review

JD Financial Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.5% in Q4 2021, selling an estimated $609K and leaving 55,283 shares worth $9M. The position accounts for 7.42% of the portfolio, ranked #5.

JD Financial Services first reported a position in RSP in Q4 2020 and has held it in 5 quarters since. The position peaked at $14.2M in Q1 2021. 1,147 funds tracked by Wall St. Rank hold RSP as of Q4 2021.

  • JD Financial Services held 55,283 shares of Invesco S&P 500 Equal Weight ETF worth $9M as of Q4 2021.
  • JD Financial Services sold 3,857 Invesco S&P 500 Equal Weight ETF shares in Q4 2021, an estimated $609K.
  • Invesco S&P 500 Equal Weight ETF made up 7.42% of JD Financial Services's portfolio in Q4 2021, its #5 holding.
  • JD Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 5 quarters since.
  • JD Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $14.2M in Q1 2021.
  • 1,147 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.