JSW
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Journey Strategic Wealth’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Journey Strategic Wealth’s Portfolio RSPE Stock Details RSPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,400
Closed -$764K – 527
2024
Q2 		$764K Buy
30,400
+17,028
+127% +$428K 0.03% 116
2024
Q1 		$347K Buy
+13,372
New +$329K 0.02% 162

Other funds holding RSPE

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Journey Strategic Wealth's RSPE Position: Q3 2024 in Review

Journey Strategic Wealth sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q3 2024, closing a stake of 30,400 shares — an estimated $764K sold.

Journey Strategic Wealth first reported a position in RSPE in Q1 2024 and held it in 2 quarters. The position peaked at $764K in Q2 2024. 18 funds tracked by Wall St. Rank hold RSPE as of Q3 2024.

  • Journey Strategic Wealth reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 30,400 Invesco ESG S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $764K.
  • Journey Strategic Wealth first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's Invesco ESG S&P 500 Equal Weight ETF position peaked at $764K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q3 2024.

Based on Journey Strategic Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.