Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,803
Closed -$5.18M 120
2023
Q1
$5.18M Buy
+35,803
New +$5.24M 5.11% 5
2021
Q1
$2.43M Buy
+17,134
New +$2.31M 2.31% 5

Other funds holding RSP

Kaizen Financial Strategies's RSP Position: Q2 2023 in Review

Kaizen Financial Strategies sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 35,803 shares — an estimated $5.18M sold.

Kaizen Financial Strategies first reported a position in RSP in Q1 2021 and held it in 2 quarters. The position peaked at $5.18M in Q1 2023. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • Kaizen Financial Strategies reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 35,803 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $5.18M.
  • Kaizen Financial Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 2 quarters.
  • Kaizen Financial Strategies's Invesco S&P 500 Equal Weight ETF position peaked at $5.18M in Q1 2023.
  • 1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Kaizen Financial Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.